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How do you achieve peace of mind in retirement?

Published on July 17, 2020 by Casey Mills Category: News

“The measure of success is happiness and peace of mind” – Bobby Davro How do you achieve peace of mind in retirement? Interestingly this question has not ever been asked by a potential new client. Typical questions we hear always start with a problem: “Have I got enough?” “Can I afford to retire now?” “Are

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How much is enough?

Published on December 4, 2019 by Casey Mills Category: Personal development & Retirement

As Lifestyle Financial Planners this might not be the first question we are asked by a prospective new client.  The relationship typically starts with a problem that needs to be solved involving a financial product. But, soon after our initial conversations, we confirm that our role is to help our clients have the comfort, confidence

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Cash flow modelling – The next new shiny financial services product…

Published on October 23, 2019 by Casey Mills Category: From our team

Is the financial services industry still obsessed with products? Financial planner Casey thinks so, as he explains… I have been working in financial services for nearly 20 years and many far more erudite people than me have quite rightly said ‘the only constant in this industry is change’. Now I am sure someone reading this,

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The Mythical World of Financial Advice

Published on October 15, 2019 by Casey Mills Category: From our team

Last June, the Financial Conduct Authority (FCA) found that only 39% of adults in the UK trust advisers to act in the best interest of their clients. Casey, our Financial Planner, explains how things can change… Having worked in financial services all my working life, I can completely understand why people don’t trust, understand, or

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