Mind the gap

Mind the gap

When are you planning to retire? There’s a fair chance you want to retire in your late 50s or maybe 60. Great! Have you thought about how you’re going to fund your retirement? Even if you’ve got a final salary type pension, you’ll need to think about it, albeit longer...
Be courageous

Be courageous

Following on from my last blog where I spoke of dreams, I wanted to continue with having the courage to realise them.  In our world of financial planning and investment management, we have many conversations with clients on identifying where they want to be with their...
Healthcare

Healthcare

We hear pretty much every day at present that our healthcare system is close to breaking point and collapse.  The pandemic has put huge pressures on an already struggling system.  We have become obsessed with Covid cases and seem to think that it is the sole measure...
Up, up and away

Up, up and away

What a week it has been for a long-standing client of mine. He has run the family business for many years and finally on Monday I got a text from him saying ‘As of Friday I have retired’. Now this wasn’t a bolt out of the blue, and I knew the business sale was going...
Working from……

Working from……

Office / workplace, client premises, home? I was away recently for half term with the family, celebrating my eldest’s 6th birthday and enjoying half term fun with him and the family. Center Parcs is relatively unfamiliar territory for us as a family, but one we...