Sequence of Returns Risk - what is it and should I be worried? 2022 edition.
Sequence Of Retirement Risk (SORR) frequently crops up in the news, particularly when the markets have experienced turbulence, as they...
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- Jan 5, 2022
- 7 min
7 questions to help you find the right financial adviser in 2022
Choosing the right financial adviser to help with your retirement planning is one of the most important decisions you will make. However,...
- Dec 4, 2021
- 3 min
One-Page Financial Plan - what is it and how can it help with retirement planning?
Background The one-page financial plan (OPFP) first came to prominence when U.S. based financial planner Carl Richards released his...
- Nov 17, 2021
- 1 min
'Planning for retirement: Your guide to financial freedom' shortlisted for an award.
We are delighted to announce that Noel's book, 'Planning for Retirement: Your guide to financial freedom' has been nominated in the 'Best...
- Nov 1, 2021
- 6 min
Financial Adviser vs Financial Planner: What's the difference
You may have seen someone offering financial advice call themselves a financial planner and wondered exactly how this differed from a...
- Oct 27, 2021
- 14 min
How much does a financial adviser cost for retirement planning (and am I getting good value)?
Table of contents Overview One-off financial advice? Guidance vs financial advice The fee vs value tradeoff Comparisons are tricky The...
- Oct 14, 2021
- 5 min
Top performing funds, star fund managers and secretive hedge funds
'Star' fund managers are often in the news, sometimes for the wrong reasons. In terms of media profile, hedge funds tend to be at the...
- Oct 13, 2021
- 5 min
The five stages of planning for a successful retirement
People seeking financial advice and retirement planning often ask: 'What’s the best fund to invest in?' 'Can you get me great returns?'...
- Oct 12, 2021
- 6 min
Is the 4% safe withdrawal rate still valid for UK retirees?
Background Retirement planning can be a challenging task. The unknowns of longevity, investment returns and inflation make it challenging...
- Sep 20, 2021
- 3 min
Book review: 'Beyond the 4% rule' by Abraham Okusanya
'Beyond the 4% rule: The science of retirement portfolios that last a lifetime' was published in 2018 by Abraham Okusanya. Abraham first...
- Sep 18, 2021
- 3 min
Book Review: 'Smarter Investing' (3rd Edition) by Tim Hale
Tim Hale is a popular figure amongst the financial planning community – he runs Albion Strategic Consulting, which provides investment...
- Sep 16, 2021
- 3 min
Book Review: 'Invest your way to financial freedom' by Ben Carlson and Robin Powell
'Invest your way to Financial Freedom' is a book aimed at helping people in their 20s and 30s start their investment journey with a...
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