by Chris Weetman | 21 Sep 2016 | Financial Planning, Investment Planning, Savings
None of us know exactly what life’s got in store for us, but we know that there are a handful of major events that we’re quite likely to encounter at some stage. These include some of the great milestones of life, such as buying a property, getting...
by Chris Weetman | 15 Sep 2016 | Financial Planning
Keeping your investments safe Many people who have worked hard to build a financial nest egg for many years are, naturally, keen to protect its value and after nearly a decade of low interest rates where could investors look to keep their investments safe? Gold,...
by Chris Weetman | 13 Sep 2016 | Financial Planning
What’s needed is a financial plan! In my experience, few children want to see their parents’ lifestyle suffer so that they get the chance of a better education or the first step on the housing ladder, however, research suggests that is exactly what is...
by Chris Weetman | 6 Sep 2016 | Financial Planning, Investment Planning
Even the best-planned portfolios need to be reviewed regularly It goes without saying that everyone should take some time to review their portfolios every once in a while. The only constant in life is change – and chances are your life has changed since you last...
by Chris Weetman | 2 Sep 2016 | Financial Planning, Investment Planning
Why it’s important to know your start and end points Reaching wealth goals and achieving personal ambitions are major objectives of the financial planning process. In order to make plans for the future, you need to know where you are today and where you want to be in...
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