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23 Jun Why volatility isn’t the risk which should worry you

Posted at 14:14h in Financial planning, Investment
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I recently read a consultation document regarding proposed changes to the way in which projections for money purchase pension schemes are calculated. ...

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17 Jun Briefing Note - Trust Registration Service

Posted at 09:19h in Education, Estate Planning, Financial planning
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This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS)...

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10 Jun Short term hindsight investing

Posted at 11:00h in Education, Financial planning, Investment, Risk
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The approach of short term, hindsight investing isn’t the best way to build portfolios for the future...

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26 May What is a safe withdrawal rate?

Posted at 14:33h in Financial planning, Goals, Investment, Lifestyle, Money values, Positivity
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One of the questions which concerns most investors is the rate at which they can safely draw on their portfolio...

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06 May Digital assets and blockchain technology

Posted at 06:20h in Education, Financial planning, Investment
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Are they now too big to ignore?  This note explores ten important points to remember if considering an allocation to digital assets in your portfolio. ...

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21 Apr Gift Aid

Posted at 17:05h in Education, Financial planning, Investment, Money values, Positivity
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Now that the 2021/22 tax year has ended, the clock starts ticking on completing our tax returns...

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25 Mar The Spring Statement

Posted at 14:20h in Financial planning, Investment, Lifestyle, Pensions
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If a week is a long time in politics, then the near five months since Rishi Sunak’s second 2021 Budget feels close to a lifetime....

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18 Mar End of tax year 22

Posted at 11:32h in Education, Financial planning, Investment, Lifestyle, Pensions
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The tax year is ending soon, and the last working day is Tuesday 5th April, so don’t leave your planning to the last minute....

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11 Feb Fear and greed

Posted at 14:38h in Financial planning, Investment
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Whenever somebody asks me why the stock market fell in value, I have a simple response. On that day, there were more sellers than buyers...

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28 Jan Investment Journey

Posted at 08:15h in Education, Financial planning, Investment
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For a successful investment experience, it is important to stay the course and stick to the plan. Ignore the noise! ...

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.