Category: From our team

Drawing down your pension is like a game of football

Published on March 5, 2020 by Dan Haylett Category: From our team & Retirement

You’ve probably heard many a football commentator say: “You can lose a game of football in the first 20 minutes but you can’t win one”. I’m sorry to tell you that you also can destroy your retirement in the first five years, but you won’t achieve your dream retirement in that time. When I used

Read more

Why your business should not be your pension

Published on February 12, 2020 by Dan Haylett Category: From our team & Retirement

Work hard, work long hours, don’t spend enough time with the family, worry about the next deal, want to make sure you can pay the staff, want to keep the lights on, worry about the future, growing the business, chasing the pot of gold… Sound familiar? The challenges and stresses that a business owner faces

Read more

The window of (spending) opportunity

Published on February 3, 2020 by Dan Haylett Category: From our team & Personal development

“A man who dares to waste one hour of time has not discovered the value of life.” ~ Charles Darwin We all know that time is finite, we also know that life is not a rehearsal and that time is a limited resource that we need to use wisely. We know that we need to

Read more

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,

Read more

Newsletter sign up

Each month our newsletter brings you the latest personal finance and lifestyle news. Enter your details below to subscribe.

    Get in touch

    If you’d like to learn more about how we can help, we’d love to hear from you.

    Enter your details and a member of the team will be in touch.

    1. Contact details

    2. Enquiry

    3. About you

    4. Review & send

      Name

      Phone number

      Email address

      You're interested in discussing

      Message

      Do you have accumulated funds in an ISA, in savings, in pensions or a combination of?

      Work status

      How did you hear about us

      Please read our Privacy Policy.