Jun 28, 2022 | Financial Ideas
Go back to financial ideas Most financial commentators suggest that asset allocation is the main thing to focus on when constructing your investment portfolio. Where you invest your money asset-wise will determine your outcomes more than any other aspect. For example:...
Jun 28, 2022 | Financial Ideas
Go back to financial ideas You may have heard of the so-called 4% rule. This refers to the annual percentage amount that some experts believe it is safe to draw from your savings/pensions in retirement, which is at a level where your money should last well into your...
Jun 28, 2022 | Financial Ideas
Go back to financial ideas In our experience people love it when we start talking to them about their goals, and how to hit them. Put it this way, people get excited about goals. Not just financial goals, but broader ones, about retiring early, buying a dream home,...
Jun 27, 2022 | Financial Ideas
Go back to financial ideas Let us start with a basic premise. We cannot think of a single, sensible, reason anyone in the UK should not have a Will. Everyone should have a Will. And preferably a Will that is drawn up to ensure all your wishes and affairs are tied...
