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Image for How to make school fees more affordable

FUTURE PLANNING

How to make school fees more affordable

School fees are probably the largest outgoing after your mortgage or rent. If you have three kids, it is not…

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FUTURE PLANNING

Will I have to work until I’m 70?

We often get asked…’Will I have to work until I’m 70?’ As you might expect, it’s not always a clear…

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FUTURE PLANNING

How to have those difficult conversations with loved ones

I often think about the time a client said to me that on his death…”the only difficult conversation that my…

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Image for Cash flow forecasting reveals hidden cost of pension freedoms

FUTURE PLANNING

Cash flow forecasting reveals hidden cost of pension freedoms

As financial planners, we regularly deal with the issue of pension freedoms and the ability to extract pension lump sums…

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PERSONAL FINANCE

Does it all get a bit too much? Here’s what to do….

There comes a time in most people’s lives – and let’s be honest, it is usually in your 40s –…

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Image for Will I have enough money in the future?

FUTURE PLANNING

Will I have enough money in the future?

There was a time when you would visit your bank manager for help with your finances and receive what is…

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Image for The reality of being a working parent and how to make it work

HEALTH AND WELLNESS

The reality of being a working parent and how to make it work

As a parent, it is not uncommon to feel ‘mum guilt’ or ‘dad guilt’, when it comes to balancing the…

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HEALTH AND WELLNESS

Just 7% of how we communicate is words

In recent months, I’ve noticed an increase in email and text communications involving clients, team members, contacts, friends, offers of…

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Image for Emma Saltern appointed as our new Head of Financial Planning

COMPANY NEWS

Emma Saltern appointed as our new Head of Financial Planning

We could not be happier to announce that Emma Saltern has been promoted to Head of Financial Planning here at…

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