Director & Chartered Financial Planner delivering financial planning advice in a language everyone can understand.
You're nearing the end of your career, you've saved for an adventurous retirement, and suddenly life throws you a curve ball. This is what happened to Sue last October. Here she shares her personal story with us – a reminder that health and wealth are most definitely...
You’re nearing the end of your career, you’ve saved for an adventurous retirement, and suddenly life throws you a curve ball. This is what happened to Sue last October. Here she shares her personal story with us – a reminder that health and wealth are most definitely a partnership to be valued.
Good advice – really good advice – has the power to change your life. Sometimes in momentous, memorable ways, and sometimes in quiet, gradual ways. We devote this issue of The Investor – our 120th – to the invaluable advice that’s passed on to us from trusted sources throughout our lives.
In our pursuit of a fulfilling life, our focus is often on accumulating wealth. However, managing our health – both mental and physical – is equally important for a happy future. Toni Jordan shares her experience of marrying her perfect partnership between health and wealth, emphasising the need to prioritise wellbeing alongside financial planning in preparation for retirement.
‘I met Gemma at a national Pulse conference for GPs,’ recalls Kiki. I was really confused about the changes to the NHS Pension Scheme, and also needed advice about income protection.
It was the unplanned birth of my son, Josh, at the age of 18 that changed my life forever.
‘We met Gemma at a local networking event a few years ago’ John begins. ‘After a brief conversation we felt she immediately understood the perceived risk of the world Kay-Leigh and I were in.’ ‘A meeting was arranged to discuss our financial needs, where Gemma...
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