At this time of year, we are bombarded by reminders that the end of the tax year is coming. You […]

In our latest monthly investment update for March 2019, we look at how the investment markets, the global economy and […]

I’m somewhat surprised when talking with some clients that they seem to be seeking my approval before spending their own […]

I’ve always been interested in the origin of words and phrases. “Going pear-shaped” was originally a description of a poorly […]

One of my colleagues has just finished telling me the story of his weekend. Late on Sunday evening he was […]

“It’s not fair” is a phrase you will know all too well if you have children or grandchildren! But, whilst […]

When working with a firm of Independent Financial Planners, it’s important to understand their approach to the delivery of investment […]

I have been working today with our Senior Paraplanner, Amelia. Working together we have been preparing for a client strategy […]

Could commercial property fund investors experience a repeat of the suspensions and price adjustments experienced following the 2016 EU Referendum […]

Another title for this blog post could be, why the 4% rule is unlikely to be right for you in […]

I know that it can be difficult to follow financial writing, but I hope that this post is more interesting […]

Transparency is an important part of our business culture. We want to ensure that our clients have full and complete […]

There are many economic milestones in life – buying your home, paying off your mortgage, leaving employment – which take […]

In our latest monthly investment update for February 2019, we look at how the investment markets, global economy and commodity […]

When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are […]

The introduction of pension freedoms in April 2015 was accompanied by concerns about the dangers of so much flexibility being […]

One of the regular questions asked of us by clients is, “Do I have enough money?” The unasked part of […]

Clients often ask Financial Planners whether they are spending more, or less, than everyone else. For those who are interested […]

Time is running out to top-up your State Pension before a price rise being introduced in April. Paying voluntary National […]

One of the principles we subscribe to here at Informed Choice is continuing professional development. It’s a regulatory requirement, sure, […]