by Patryk D. | May 11, 2022 | Financial planning, Investment
It’s time to revisit the topic of bear markets. It is natural to feel worried about your investments in times of volatility. It can really shake an investor’s confidence. We don’t know what the markets will bring going forward, just as we don’t know how the...
by Patryk D. | May 10, 2022 | Financial planning, Retirement and pensions
Many clients ask ‘will I be okay?’ or ‘do I have enough money to retire?’. Those are of course important questions and ones that a financial planner can help answer. The real question for most of us, however, is deciding what kind of life it is exactly that we want to...
by Patryk D. | Feb 21, 2022 | Estate planning, Financial planning
Have you ever considered what would happen if you lose mental capacity, leaving you unable to make your own financial and welfare decisions? A lasting power of attorney (LPA) enables you to appoint someone in advance to legally make decisions should you lack the...
by Patryk D. | Jan 28, 2022 | Estate planning, Financial planning, Retirement and pensions
Tax-Tips: April 5th approaches! There are several important and valuable tax-planning opportunities that will be lost after 5 April 2022. With only around 2 months to go until the end of the tax year, there is still time to take advantage of various tax-planning ideas...
by Patryk D. | Oct 27, 2021 | Financial planning, Investment
We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research. The lessons are clear: Investing in markets is...
by Patryk D. | Aug 20, 2021 | Financial planning, Retirement and pensions
KEY TAKEAWAYS Your ‘life expectancy’ could be longer than the average person.You have a 50% chance of living longer than your life expectancy.For a couple, the chance that one survives to a given age is higher than either individual.This ‘Longevity Risk’...
