I recently caught up with Dan West, a client I’ve worked with for the past eight years. Dan’s a very positive person by nature, but he was in a particularly upbeat mood when we met, as he’d made an exciting …

Those approaching retirement age are shunning the traditional route when it comes to giving up work. For most people, the thought of handing in their notice and giving up their career in one fell swoop is no longer appealing. Today, …

With university fees, rising house prices and other financial pressures, young adults can struggle to achieve financial security and tick off milestones. If you’ve got children or grandchildren, you may be considering starting a nest egg to help them along …

Investing in a fledgling business can deliver returns and tax incentives, but this needs to be carefully balanced with the risks of doing so. Start-ups might offer high growth potential, but a significant portion of new firms also end up …

From a young age, we’re told to save for a rainy day. Hopefully, it’s a message that’s instilled some good money habits into adulthood, setting you on the right path for future goals, be it retiring early, buying a property …

When you’re planning your financial future, you’ve probably considered how much you need and how much you can afford to put away. But when you’re planning your retirement, have you factored in longevity?

At a time when retirees can access …