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Key Events

Future events that need planning and/or money

Pensions and Investments

It seems as if many more ‘Baby Boomers’ are in need of advice when it comes to planning for retirement – that’s …

Pension Tax Free Cash

This is only an industry rumour: There is talk that the government might introduce a limit on the amount of Tax Free …

How to Win at Investing

Volatility can be a liability in investing. Choosing a fund that does not fall so much when ‘the markets’ go down can …

10 Tips for saving Money

2019 Tips for Saving Money A few good ideas to consider, if you want more help – just leave me a message. …

Planning for Retirement

Pensions are dealt with in some detail elsewhere on this web site, Let’s look at other plans you might consider before retiring. …

Further Education Funding

University funding is no longer a low cost option (it probably never was) – things to consider include Accommodation Costs, Tuition Costs, Living …