Monthly Archives: June 2019
4 Reasons You Still Need A Financial Planner In Retirement
If you’re about to enter retirement or have been retired for a few years, it might be tempting to think that financial advice is something you will no longer need. Indeed, many people intuitively feel that the true value of a financial adviser appears earlier in your life, as you are accumulating wealth via investments […]
Posted in Financial Planning
A Short Guide To Shareholder Protection
The loss of a shareholder can present a serious problem to a UK limited company. Not only do you potentially lose the advice and direction of one of your owners, but also their equity. Without a solid financial plan in place, a shareholder’s equity typically passes into their estate when they die. This estate, in […]
Posted in Financial Planning
Can and should you retire early?
In 2018 The Independent reported that nearly 30% of British workers anticipate continuing employment beyond their 70th birthday (double those who thought so 7 years ago). With reports like this often circulating the news, it is little wonder many people are now almost resigned to the thought that they will have little choice but to […]
Posted in Pensions
5 Crucial Tips When Thinking About Downsizing
People think about downsizing for many different reasons. For lots of people approaching 65 and who own their own home, it can be tempting to want to move somewhere smaller and easier for you to manage. Some people think about downsizing due to financial pressures, such as in the event of a reduced household income […]
Posted in Financial Planning