Do you know what your partners financial position is?

Do you know what your partners financial position is?

After more than a few decades of advising my clients regarding their financial affairs, it always amazes me how little many couples know about their significant other’s financial position. The reasons are many, ranging from, “we never talk about that sort of stuff” to...
Christmas is here! My top 12 days/tips of Christmas

Christmas is here! My top 12 days/tips of Christmas

On the 1st day of Christmas: Kick back and relax with family and friends. It’s a good time to reflect on the good things that have happened in the last 12 months. It’s easy to forget what you have achieved as you prepare for the year ahead. On the 2nd day of...
How to NOT run out of money when you retire

How to NOT run out of money when you retire

I am concerned to put it mildly. In fact it’s always been a major concern of mine. You may be wondering what I am talking about. What I am talking about is the new ‘pension freedom’ rules and the possibility that people miscalculate how much they can...