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Dream Retirement

How You Get At Your Money!

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Recently, a new client came to me to seek investment advice. He told me that he had recently retired, had selected his income and needed […]

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The Best Income Strategy Part 3

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To wrap up, we will discuss what made pensions cool in 2014 and a few more strategies to achieve financial freedom in retirement. Pensions Became […]

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The Best Income Strategy Part 2

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Continuing from the previous blog entry about the best income strategy, we start explaining the WRAP platform. All WRAPPED Up How should you consolidate your […]

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The Best Income Strategy Part 1

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As you approach your retirement, you can use several strategies to boost your income. Most people make their way through their working life with little […]

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Risk Versus Reward

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So far I have given you an understanding of the different tax wrappers within which you can keep your money. I have then given you […]

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Whilst focusing your attention on what you want will massively increase your chances of achieving it, this also applies to focusing on negative outcomes. Leading […]

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The Accumulation Stage

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Saving enough money to be able to live off for the rest of your life is a quite a challenge. The question I get asked […]

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A client of ours came to us in his early 50’s. He had been made redundant from a highly successful corporate career and was unsure […]

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We have focused on pensions in a reasonable amount of detail, which is a necessary evil when discussing the topic of retirement. There are so […]

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Referral Video

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Charlie Reading, the founder of Efficient Portfolio, talks about what they do and what they are passionate about. This chartered firm believes in helping people […]

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