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...
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...
STOP! Don’t invest your money before you do this

STOP! Don’t invest your money before you do this

“Just before I sign here Martin, can I just ask you one more question” “Of course Chris, fire away” After a series of meetings with Chris to put together his financial plan for the future, we were sat around our conference room table at our...
Don’t rush in to invest your money and here’s why

Don’t rush in to invest your money and here’s why

“So Chris, we have established what you goals and objectives are for the future.” “That’s it then” said Chris, “we can get on and invest the money, right?” “Well, not quite Chris. We need to know how much risk you can tolerate and with how much of the money you have...

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