Category Archives: News

4 tips for a successful exit strategy

If you are a business owner, even a relatively young business owner, then it’s very possible that getting out of your business may have crossed your mind at some point. After all, none of us want to work forever, and … Continue reading

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Investment returns – What can I expect?

I am often asked by prospective clients: What investment returns can I get? Unfortunately, it is not possible to quote a fixed rate for investments returns (unlike cash held in a bank or building society account). Investment returns just don’t work … Continue reading

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When can I retire?

We are often asked “when can I retire?” when we meet with new clients, and there is a common misconception that the answer is when their State pension starts. Well it has far less to do with that than you … Continue reading

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How we Choose Investment Funds – part 3

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right investment strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best … Continue reading

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5 reasons you might not want to work with us

You may be looking to take control of your financial future and feel that financial planning would help, however, there may be several reasons why you are not willing to employ us (or another financial planner) to help you. You may wake … Continue reading

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