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How to create a bucket list

How to create a bucket list

Posted by John Davies
Categories
  • Financial planning
Posted on October 9, 2019

A bucket list should be personal, fun and help you accomplish the things you want in life. We often talk…

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Why are retirees shunning downsizing?

Why are retirees shunning downsizing?

Posted by John Davies
Categories
  • Financial planning
Posted on October 9, 2019

Figures suggest retirees are shunning downsizing. Moving to a cheaper home used to be a common way to unlock wealth…

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What to consider when investing for a child’s future

What to consider when investing for a child’s future

Posted by John Davies
Categories
  • Financial planning
Posted on October 9, 2019

Children born today have a one in four chance of celebrating their 100th birthday. It’s progress that should certainly be…

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How financial planning goes beyond simple calculations

How financial planning goes beyond simple calculations

Posted by John Davies
Categories
  • Financial planning
Posted on October 9, 2019

When you first think of seeking financial advice, it might be the calculations that you focus on. The figures are…

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7 things to review when looking at your pension

7 things to review when looking at your pension

Posted by John Davies
Categories
  • Financial planning
Posted on October 9, 2019

Research suggests thousands could be missing out on investment returns in their pension because they haven’t updated their retirement age.…

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Is it worth paying into a pension if you’re approaching retirement?

Is it worth paying into a pension if you’re approaching retirement?

Posted by John Davies
Categories
  • Financial planning
Posted on October 9, 2019

Auto-enrolment has seen millions more saving into a pension. However, research suggests that those aged over 60 are far more…

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The retirement transition: A guide to preparing for modern retirement

The retirement transition: A guide to preparing for modern retirement

Posted by John Davies
Categories
  • Financial planning
  • Retirement planning
Posted on October 1, 2019

In the space of just a few generations, retirement has changed hugely. If you’re planning for your retirement now, you…

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Recent Posts

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  • HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?

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