Time for a portfolio health-check

Time for a portfolio health-check Once a financial plan has been put in place, it is tempting to believe that the paperwork can be simply tucked away in a drawer and forgotten. However, like a well-kept garden, a financial plan needs regular tending to ensure it is...

£1 or £1,000,000

In a previous article I raised the issue of ‘TRUST’ and ‘who do you turn to for financial advice’. The article highlighted the issues that the High Street banks were facing and the fact that many of them were withdrawing their customer facing financial advisers,...

Elderly Care Debate

Monday, 15th October 2012.  I awoke to the day of my first appearance on radio. The week before, BBCEssex Radio had invited me to join a panel of experts for a round table discussion about “Is elderly care in crisis” on the Dave Monk show.  I was assured that it would...