Do you need a Financial Planner?

In recognition of Financial Planning Week 2018, I wanted to take some time to reflect on what it is like to be a financial planner and what really is financial planning all about. A big thank you to Adam Rideout for his guest blog. It is not about the financial products On many occasions, my Read more about Do you need a Financial Planner?[…]

The most valuable questions to ask a financial adviser

The most valuable questions you need to ask a financial adviser

What are the most valuable questions you need to ask a financial adviser? This is a question I am asked frequently by my readers. One of the ways to make sure that you choose the right adviser is to arm yourself with a set of killer questions to discuss at your initial meeting. This will Read more about The most valuable questions you need to ask a financial adviser[…]

Make sure your pension goes to the right person

Make sure your pension goes to the right person

With the revolutionary changes to pension rules in recent years, one key change was the option to choose any beneficiary. The other key change, was how you can pass on your pension pot on death. Recent research from Royal London has found that the total amount of unclaimed financial assets in the UK range from Read more about Make sure your pension goes to the right person[…]