There’s a common misunderstanding that financial planning is simply about choosing investments — picking funds, switching pension...

You’ve probably seen the ads: “Combine your pensions into one easy pot.” “One platform, one login.” “Simplify your retirement.” Sounds...

Hello Surrey friends!  👋 I run a financial planning firm based in Ashtead, dedicated to helping you understand your future needs and...

Let’s imagine you and your partner are both 66 today. You’re both entitled to a full state pension, which just about  covers your basic...

The Pensions and Lifetime Savings Association (PLSA) recently updated their figures on what it takes to enjoy a moderate retirement:...

I have had many jobs, I have many pensions, should I combine them all? I get asked this a lot! It is about as far as many people’s...

In your twenties, if you tell people of a similar age you work in financial or retirement planning, they generally say “oh” and the...

I have seen over the years, the benefits of quality financial planning for many people. Financial planning is a beautiful profession,...