Financial Planning

Preparing Emotionally For Retirement

2023-10-16T14:47:34+01:00Financial Planning, Pensions|

However much you might be counting down the days to freedom, if you're in a reasonably-paid, moderate-status job, or running your own business, retirement could be a shock to your system. Once you've gloried in the honeymoon period of lie-ins, and enjoyed some well-earned rest & relaxation - what next? It can be an [...]

Goals Based Investing

2024-01-08T17:09:49+00:00Financial Planning, Podcast, Wealth Management|

Goals based investing is a great way to make wise financial decisions when you are overwhelmed by the choice of investment options. In this podcast episode, I talk about how to navigate the myriad of investment products available today by clarifying what you are really aiming for in the future. If you would prefer [...]

Go to Top