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Category: Journal

Could the Japanese tradition of Kanreki help with your retirement planning?

What’s your approach to planning for retirement? It’s often an exciting milestone, but it may also be mixed with conflicting emotions. After all, it’s likely to signify a great change in your life and you may not have a clue …

Author SimonPosted on 17th April 2019Categories JournalLeave a comment on Could the Japanese tradition of Kanreki help with your retirement planning?

Calculating your investment risk profile

The investment market has been experiencing volatility lately and it may mean you’re considering whether your current risk profile is still appropriate. All investments carry some risk but there are numerous different risk profiles to consider; what’s right for one …

Author SimonPosted on 17th April 2019Categories JournalLeave a comment on Calculating your investment risk profile

Considering ethics in finance

Ethics are increasingly playing an important role in our day-to-day lives. You may choose to purchase fair trade groceries, use a green energy supplier or be more aware of your own carbon footprint or water use. It’s a trend that’s …

Author SimonPosted on 17th April 2019Categories JournalLeave a comment on Considering ethics in finance

Premium Bonds: What are they and should you purchase them?

Premium Bonds have been around since 1956 but they’ve recently been in the headlines again after the technology behind the popular saving option has been revamped. But before you put your hand in your pocket, it’s crucial to understand what …

Author SimonPosted on 17th April 2019Categories JournalLeave a comment on Premium Bonds: What are they and should you purchase them?

Planning for your golden years: New experiences top priorities

In the past, retirement may have been associated with slowing down and taking it easy. But that’s no longer the case. Thousands of retirees are looking forward to giving up work to enjoy an exciting pace of life and gain …

Author SimonPosted on 17th April 2019Categories JournalLeave a comment on Planning for your golden years: New experiences top priorities

Should you fix your mortgage rate?

Interest rates are low, and the shape Brexit will take is still largely unknown, especially when you consider the impact it could have in the long term. However, it’s anticipated that interest rates will start to rise in the near …

Author SimonPosted on 15th March 2019Categories JournalLeave a comment on Should you fix your mortgage rate?

What you need to consider when buying a second home

Thinking about buying a second home? From investing your money in property to purchasing a beautiful holiday home, there are many reasons why you may be thinking of taking on another property. But there are areas to carefully think about …

Author SimonPosted on 15th March 2019Categories JournalLeave a comment on What you need to consider when buying a second home

Should you take action if your investments underperform?

Investment markets in 2018 saw the return of volatility. A range of factors, from Brexit to US trade policy influenced how well stocks and shares performed. For some people, it means investments may not have delivered the return expected. A …

Author SimonPosted on 15th March 2019Categories JournalLeave a comment on Should you take action if your investments underperform?

The impact of investment performance on your pension

Over the last year, the investment markets have experienced volatility. But what does this mean for your pension savings and should action be taken?

Whether you have a Workplace Pension or are paying into a Personal Pension, you may …

Author SimonPosted on 15th March 2019Categories JournalLeave a comment on The impact of investment performance on your pension

From the Corporate world to the High Seas

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 …

Author SimonPosted on 12th February 2019Categories JournalLeave a comment on From the Corporate world to the High Seas

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Recent Posts

  • One Way To Soothe Inflation Worries? Stay The Course
  • Rational or Reasonable? Either can work when it comes to money
  • Retirement – it’s ok not to have all the answers (but you need to start asking the questions)
  • Today’s Worries Getting in The Way of Your Game Plan?
  • Are Stock Markets Riding Too High?

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