Articles

See below for a series of articles I have written on a variety of subjects. If you have a suggestion for a subject you would like me to cover, please get in touch.

Another All Time High
13Aug

Another All Time High

Another All Time High Another week, another record broken, this time it’s the FTSE again. I … Another All Time…

Too Good to be True
11Aug

Too Good to be True

Too good to be true I heard a saying a number of times growing up: if … Too Good to…

Wealth Tax and You
15Jul

Wealth Tax and You

Wealth Tax and You There has been a lot of talk recently about a wealth tax, … Wealth Tax and…

Guest Article – Estate Planning and You
23Jun

Guest Article – Estate Planning and You

Estate Planning and You A Guest Article by Agueda Estrada Calle This article has been written … Guest Article –…

Premiums Bonds – a Great Home for Emergency Cash
15May

Premiums Bonds – a Great Home for Emergency Cash

Premium Bonds A Great Home for your emergency cash “Cash is king” is a common statement … Premiums Bonds –…

Base Rate Dropped to 4.25%
08May

Base Rate Dropped to 4.25%

Base rate dropped to 4.25% The Bank of England announced today that they are reducing their … Base Rate Dropped…

Case Study – Fixed Fees on Pensions
29Apr

Case Study – Fixed Fees on Pensions

Case Study – fixed fees on pensions I saw a case this morning where someone was … Case Study –…

AI and Automation in Financial Planning: Friends, Not Replacements
27Apr

AI and Automation in Financial Planning: Friends, Not Replacements

AI and Automation in Financial Planning: Friends, Not Replacements Fitting the theme for this article, I … AI and Automation…

“Should I Buy Bitcoin?”
14Apr

“Should I Buy Bitcoin?”

“Should I Buy Bitcoin?” The last few years have seen the rise of a new phenomenon … “Should I Buy…

Happy New Year!
07Apr

Happy New Year!

Happy new year! “But Ian,” I hear you cry, “It’s April – the new year started … Happy New Year!…

Financial Planning vs Asset Management
06Mar

Financial Planning vs Asset Management

Financial Planning vs Asset Management It may sound from the title like I am setting these … Financial Planning vs…

Active vs Passive Investing
25Feb

Active vs Passive Investing

Active vs Passive Investing For anyone in the know about investing, you likely appreciate that it … Active vs Passive…

End of Tax Year Checklist
17Feb

End of Tax Year Checklist

What to do at the end of the 2024/25 tax year.Read more →

Helping Children Buy a House
28Jan

Helping Children Buy a House

How you can help your children to buy a house.Read more →

Inflation Falls to 2.5%
15Jan

Inflation Falls to 2.5%

UK Inflation falls to 2.5% - what does that mean for you and your finances?Read more →

End of Year Planning
06Dec

End of Year Planning

‘Tis the season to be jolly, and also a good time to review your finances.  After … End of Year…

Fixed Fees – Another Case Study
05Aug

Fixed Fees – Another Case Study

I was trawling through Facebook this weekend and saw a post in one of the professional … Fixed Fees –…

Case Study – Benefits of Fixed Fees
01Jul

Case Study – Benefits of Fixed Fees

I was browsing the web this morning and saw a post from someone asking whether they … Case Study –…

The Magic of Compound Returns
18Jun

The Magic of Compound Returns

What does compounding do for your returns, and how can you make sure that you benefit…Read more →

My Illness – An Income Protection Story
07Jun

My Illness – An Income Protection Story

Some of you will already know that I had some health woes a few years ago, … My Illness –…

All Time High
01May

All Time High

When is the best time to invest? Is it worth trying to time the market? What…Read more →

2024 Spring Budget
06Mar

2024 Spring Budget

It feels like only yesterday that we had our last Spring Budget, and here we go … 2024 Spring Budget…

Ethical Inheritance Tax Planning
01Dec

Ethical Inheritance Tax Planning

Many of my clients hate inheritance tax, but accept that it is a necessity for society. … Ethical Inheritance Tax…

Why Fixed Fees?
19Nov

Why Fixed Fees?

Part of my uniqueness is in the fact that I believe in fixed fees.  This isn’t … Why Fixed Fees?…

The Hunt for Income
18Nov

The Hunt for Income

Recently I have been designing the firm’s Central Investment Proposition, and I ran into a perennial … The Hunt for…

Pensions and Spring Budget 2023
15Mar

Pensions and Spring Budget 2023

There was a Spring Budget today. Presumably this wasn’t news to anyone, but as far as … Pensions and Spring…