Taking a New View on Coronavirus
You know times are strange when you’re hearing from everyone – from the government to your local grocer – on what to do about the coronavirus.
Don’t panic. This too shall pass.
Another epic global panic attack Yesterday – 9th March – was the eleventh anniversary of the crescendo of global panic that marked the bottom…
Considering topping up your State Pension but confused by your National Insurance Record and State Pension Forecast?
It’s not surprising that you might be. Under the new State Pension, you need 35 qualifying years to get the full amount, currently £168.60 per week.
Why you don’t need to fear the coronavirus
On Friday 17th January – after a spectacular 37% run that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.
New life expectancy figures released
The Office for National Statistics has updated its life expectancy calculations. The trend for 65 year olds is continuing downwards.
Transferring family wealth successfully
You may have heard of the old adage from shirtsleeves to shirtsleeves in three generations, but is it really true?
How to age joyfully
Maggy Pigott CBE enjoyed a distinguished 37-year career in the legal profession before retiring. She chatted to me about her transition into retirement…
Justin King awarded CISI Chartered Fellow accreditation
I am delighted to have been awarded the highest accreditation possible from CISI - The Chartered Institute for Securities & Investment -
All about equity release
The current generation of retirees has benefited greatly from quite dramatic increases in house prices over the years. And this is great news for retirees in general,
After the Woodford scandal, can we trust ‘Best Buys’ anymore?
We all know the story of the meteoric rise and dramatic fall of the now infamous Neil Woodfood, fund manager and co-founder of Woodford…
Keep on sticking with your globally diversified investment portfolio
If we asked you to hold your breath or stop blinking, how long could you do it? A minute, maybe two? Now, what if we asked how long you could go…
4 perils of market timing during political uncertainty
We've got unbelievable political uncertainty at the moment so what does this mean for your investments or your retirement savings?
Risk tolerance: How to measure it and what it really means
If you've taken advice from a financial adviser or you read the financial papers, you'll hear something talked about, which is called risk tolerance.
The race of his life – Mark’s story
Last Friday evening, I braved the rail strike to say 'Bon Voyage' to one of our clients Mark Burkes. 'Burkes' and I have a long history and he is, I’m proud to say,
Inspiring advisers at Humans Under Management, South Africa
Who did you not get to be? It's a question I may have asked you. If you were only given one more day to live and you were reflecting…
Annuities – why it could be suitable for you
Everything you need to know about annuities This week, we are discussing one of the key questions many people have as they approach…
Everything you need to know about the State Pension
The State Pension is a regular payment from the government when you reach a set retirement age, that's based on the national insurance contributions…
Navigating the care system
Paying for care is thought to be the second biggest financial commitment that we make during our lifetime, after taking out a mortgage.
Journey to Ironman
Last year I watched my wife Kathy complete a half Ironman triathlon in foul weather in Weymouth. The children and I didn’t arrive in time to see her swim…
Assessing mental capacity
As we age, there are a number of occasions where we may need to check whether someone has still got the mental capacity to make a decision,