by Holly Smart | May 19, 2022 | Community, Financial Planning, Pensions, Retirement Planning, Savings & Investments
Planning for a comfortable retirement Tina is a fit and vibrant 59-year-old who expected retirement to offer a whole new lease of life. She was looking forward to using her increased leisure time to explore Europe while indulging her passion for climbing. However,...
by Holly Smart | May 13, 2022 | Community, Family Protection, Miscellaneous, Savings & Investments
Retired teachers Paul and Mary are devoted parents and grandparents to their three children and eight grandchildren. As their family started to grow, they decided they wanted to begin saving for their grandchildren’s future. Disappointed with the returns from their...
by Holly Smart | May 12, 2022 | Community, Family Protection
When Tom and Pete bought their first property together, life couldn’t have been better. They both had good jobs pulling in decent salaries and were excited about spending the rest of their lives together. They chatted about making a will a few times, but somehow life...
by Holly Smart | Apr 14, 2022 | Business Protection, Community, Family Protection, Financial Planning, Insurance, Pensions, Retirement Planning, Savings & Investments
A financial adviser can help with your investment goals, but they can also offer many more ways to understand and make the most of your money. You might think that people who use financial advisers are just investing in the stock market or need someone to manage their...
by Holly Smart | Apr 13, 2022 | Community, Financial Planning, Savings & Investments, Uncategorized
While, for many, discussions about money can be extremely uncomfortable, experts have long stressed the best approach to financial issues is invariably to talk about them. Indeed, perceived wisdom suggests the more open and honest people are about money, the better...
by Holly Smart | Apr 7, 2022 | Community, Financial Planning, Savings & Investments
High inflation, disappointing earnings results from some tech companies and Russia’s invasion in Ukraine caused turbulence for the financial markets. The reality of armed conflict between Russia and Ukraine pushed down leading stock market indices during February....
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