by Hannah | Mar 12, 2018 | Financial Articles, News
In the last couple of articles I have looked at a financial plan for a young person starting work through to mid life. In mid-life the best laid life plans may be upset by divorce and with divorce goes an upset in financial plans. The idea for this article came from...
by Hannah | Jan 20, 2018 | Financial Articles, News
By the time you reach your mid years your savings plans should be well established. You will have no doubt dipped into your emergency plan money and also the “Adventure” money but hopefully there are still funds in all three sections of the plan. Now is the time for a...
by Hannah | Nov 10, 2017 | Financial Articles, News
As the years go by most of us take on more responsibility and liabilities, perhaps we buy a house and take on a mortgage, we have a partner and maybe children. In order for the financial plan to work you have to keep saving and there may now be moments when it looks...
by Hannah | Sep 15, 2017 | Financial Articles, News
In a previous article I looked at a young person starting work. However, as we know our work pattern is flexible and the plan has to be able to stand up to “moving on” First, we will look at the question of saving into a pension plan. Every job you join now will offer...
by Hannah | Apr 1, 2016 | Awards
In the Money Management Financial Planner Awards 2013, Carole beat the competition to win Inheritance Tax Planner of the Year 2013. It is fair to say that all independent financial advisers are NOT made equal and when there is often so much mistrust in this...
