Archive: November 2019

Planning for retirement: the missing million

25th November 2019

When helping clients with retirement planning, we are often asked how much should be saved. The answer is dependent on many things – not least age, earnings, health, lifestyle and more. Yet in the quest for the ‘magic number’ Jeremy Woodley, our CEO, explains why it’s useful to consider... read more

Posted in: Financial Planning, Pensions

Finding a good financial adviser

21st November 2019

The cornerstone of good financial advice is in finding the right adviser to work with. David Pugh, our Chief Commercial Officer, explores the steps which can be useful in the quest to choose a financial adviser. Seeking out a good financial adviser might feel like something of a challenge.... read more

Posted in: Financial Planning, News