6 Steps To Securing Your Ideal Retirement

We originally published this piece in 2014 and wanted to share it again as it’s still as important as ever… As we approach the end of yet another year, now may be a good time to look ahead towards your retirement, not just the next 12 months as many do at New Year (presuming you’re not […]

Getting Financial Help – Who Should Dentists & Doctors Go To?

If you’re looking for help with your financial planning decisions, there are a number of resources you can turn to: The internet / media Friends and family Your own knowledge Ideally, it’s likely that you’ll want impartial information upon which you can make objective decisions. Whilst these three resources can be utilised, they may not ‘do […]

7 Mistakes Dentists Make After Retirement 

So you want to know the 7 mistakes dentists make after retirement? Before I go into them there’s something you need to know (and I’m sure you’ll be seeing this amongst your peers)… more and more dentists in the UK are retiring before the age of 60! The reason? Since the further reduction to the […]

A Fulfilling Retirement – What Will It Look Like?

Q. As one of your clients, I understand that you concentrate on ‘the purpose of money’, and that money is a means to an end. I’m curious to know, is this ‘lifestyle advising’ now more common compared to when we started working together 10 years ago? A. In short, yes it is more common, but unfortunately not […]

7 Hats Of The Professional Financial Planner

For many, a new year’s resolution is to get their finances in tip top shape. For some, they will look to a financial adviser / planner to help them with making important decisions. Decisions that could have a profound impact on their financial futures. So, what is a financial adviser / planner for?  (we’ll use […]