Why buy an annuity? A UK retirement income strategy
For many people, retirement income planning is one of the most important financial decisions they will make. It’s not just
Having provided financial advice for the last 23 years to individuals, trusts, charities and businesses I enjoy building relationships with clients to ensure that we can work together in delivering their financial goals. I enjoy working with a variety of clients from first time investors to company directors.
My approach to advice is always to listen to clients, and what are they looking to achieve and then by asking more questions we can start to plan appropriately. Once we have a plan, I am a firm believer in delivering this in a simple, clear and concise manner.
Entrusting the accumulated wealth of a lifetime’s endeavours is one of the most important decisions a person makes. Our experience with Tees allows us to feel confident that our money is in safe hands.
Outside of work I am Head Coach of Bishops Stortford Rugby Club under 12s and have rekindled my love of open water swimming. I am lucky to have 2 sporty kids and love watching them. A recent addition to the family of Maggie the Cockador means I am out very early each day exploring the countryside around Bishop’s Stortford.
For many people, retirement income planning is one of the most important financial decisions they will make. It’s not just
Following the recent reduction in the Bank of England base rate, we asked Kem Kemal, CEO of mortgage advisors Henry Dannell Private Clients Limited...
Land-owning and farming families often face unique financial and estate planning challenges. Significant wealth may be tied up in land, property and business assets,...
If you want to diversify your investments and improve tax efficiency, you may wish to consider Enterprise Investment Schemes (EIS) or Venture Capital Trusts...
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Making smart financial decisions over the long term isn’t just about picking the right investments, it’s about having the right guidance. That’s where an...
Following the 2024 Budget, we’ve been speaking with many clients who hold commercial property in a Self-Invested Personal Pension (SIPP). The question we’re hearing...
Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if...
Compensation payments for medical negligence claims can often be one of the most significant sums of money that people handle. It isn’t a lottery...
When you build up a money purchase pension, you’re not just planning for your own retirement, you’re also creating a fund that could help...
What happens if I can’t work because of illness? Many people assume it won’t happen to them. But the reality is different. According to...
In my last article, I explained why protecting yourself – your biggest financial asset, is the foundation of a strong financial plan. Income protection,...
For many people, retirement income planning is one of the most important financial decisions they will make. It’s not just about how much you’ve...
