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Plain-speaking articles on retirement, wealth, protection and succession — written by our advisers to help you make better financial decisions.
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The cost of cash
“Cash is like oxygen – you want to be sure it’s around, but you don’t need to have excessive amounts of it around” – Warren Buffet. So how much cash should…
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Local Treasures: meet Lily from Blackheath Halls
The day before we met, Lily had been running the summer school – the three-day immersion for the youth chorus who’ll be part of the opera. Blackheath Halls has been…
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Coming off a fixed rate? Start six months before you think you need to
“Should I overpay my mortgage, or put the money somewhere else?” In all my time arranging mortgages, no question came up more often. In all my time arranging mortgages, no…
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Redundancy at 57: the retirement you didn’t choose
Redundancy takes away your choice of timing. Planning is how you take some of that choice back. I’ve had several versions of the same conversation this summer. Different people, different…
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Keep it in the family
Please be aware the below blog is older than 12 months, therefore the information may not be relevant or up to date. It’s rude to talk about money. That’s something…