Tag Archives: Advice

Buildings & Contents insurance on flood plain – Windsor

My house is on the Flood Plain in Windsor and I thought I would ring around to get some comparisons for Buildings and Contents insurance.  In many cases it is difficult to get Home and Contents Insurance if you are … Continue reading

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Understanding Active vs Passive Strategies – Windsor

The debate about whether a passive or an active investment strategy produces a better return for investors is one that has rumbled amongst financial planners for as long as passive strategies have been in existence. For you as a client, … Continue reading

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Financial Planning – Windsor

Clearly the average client’s planning needs are completely different in their twenties to their fifties and, while it’s true to say there’s no such thing as an ‘average’ client, this short guide will hopefully help to set most people on … Continue reading

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9 financial planning steps you should take in the 5 years before you retire – Windsor

For most of us, it’s simple. Go to work every month, get paid, have a look at the pension deduction on your wage slip. Once a year you receive a pension update that you don’t really understand. Oh well, pop … Continue reading

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Annuity and your health – Windsor

According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults aged 55+ (published in December 2011), 60% of people aged 55 and over have received medical treatment for conditions which would qualify them for an … Continue reading

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Investment Advice Windsor

I am constantly asked “whats the best investment” and “where do you put your money” by my clients – however it should always be based around how much risk my client is prepared to take.  How do we work this … Continue reading

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Pensions advice – Flexible Drawdown from Windsor

I am sat in my office in Windsor, Berkshire studying for my next exam (J05) and reviewing the new Capped and Flexible Drawdown pension changes.  Capped as you might know prevents a client taking out an income that they might … Continue reading

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