Category Archives: Financial Planning

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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My Business is my Pension

When we ask business owners how they plan to fund their retirement, we are regularly told that “my business is my pension” This may be an assumption you have made, however if you are working in a family business this … Continue reading

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Buy to Let vs Pension

Buy to Let vs Pension We often hear that people who have some excess money to invest are drawn into a Buy to Let vs Pension argument and there are a wide range of opinions on this subject. Some giving … 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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