We take a look at the finances of three fictional heroes from the UK and discuss how financial planning could help them. While we had a lot of fun writing this article, it highlights several specialist areas of financial advice, and how versatile an adviser’s toolbox can be.
What should retirees consider when investing for a sustainable, long-term income stream to meet their needs? Simon Morris, Head of Strategic Partners at Premier Asset Management discusses tactics for retirements that could span decades rather than years,
Watching a new portfolio experience volatility can be painful. Paul Gegg outlines the key concepts involved in sequential returns risk, and why investors – particularly retired investors – need to take advice with their withdrawals.
There are 4.69 million self-employed workers in the UK, and if you’re one of them – congratulations. We hope you’re enjoying all the benefits of being your own boss; you can set your own schedule, choose your customers, and work with talented people. But if you want to replicate your workplace benefits in a tax-efficient [...]