Tag: Financial Planning

As I said last month I have seen a definite increase over the past couple of years of people taking stock of their personal and financial arrangements. People’s circumstances have changed; sometimes through choice, sometimes not. There has undoubtedly been a great deal of soul searching, people have reflected on their futures, some have made changes and many have identified

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The 8th March was International Womens Day and a day or two later I found myself reading a report from Hargreaves Landsdown suggesting only 29% of women have a clear idea of what their pensions are worth, compared to 44% of men and perhaps more worrying about 72% did not have an idea as to how their pension(s) were performing.

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Sometimes people ask me what their greatest priority should be in terms of their financial planning. Everyone’s circumstances are different and so priorities will vary, but I have always believed someone should deal with the ‘what ifs’ before doing anything else in terms of planning a more comfortable future. In recent months I have been more aware of this because

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