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  • An investment strategy to suit you

    We are often asked when should I start saving for the future.  The answer is often ‘Now’.  However all saving and investing needs to keep in mind the time factor.  Here is a brief overview: SHORT-TERM: If investors have less than five years to generate some extra money, they...

  • Balancing Act

    If you can’t remember the last time you reviewed your pension and saving, now might be a good time to give your hard earned savings a revamp. You need to ensure your investment goals are on track. Diversification and obtaining the right balance is vital to success. Having an out-of balance portfol...

  • Death benefits & passing on your pension

    I have found over the years as an IFA, that people are often confused by the what happens to their pension after they die.  I find myself often coming up against the assumption that ‘I don’t like pension because if I die my wife gets nothing’.  This is not true but all depends on whe...