I was at a series of seminars in Birmingham last week. One of them discussed the different generational needs of clients. Many of our clients are Baby Boomers (born 1946-1964) with an increasing number in Generation X (1965-1979). I am part of Generation X and my wife is Generation Y. Our two children belong to […]
View ArticleMy wife asked me the other day about this while reading a lot of conflicting comments on one of her online “baby forums” – there seems to be a lot of confusion around this. What is it? Child benefit is currently paid at £20.30 for the first child and then £13.40 for each child after […]
View ArticleI came across this article in a blog recently and found it very useful. It certainly reflects what I’ve found when I’ve looked into how our wealthiest clients accumulated their wealth. There are 7 common factors to those who build net fortunes of one million dollars or more. In America, there has never been more […]
View ArticleI met with a couple last Friday. As we chatted the husband said he’d love to retire next year (aged 60) and do what he enjoyed but he didn’t know if he had enough money or how long it would last. His eyes lit up when I told him that I could provide the answers […]
View ArticleHave you ever wondered how advisers get paid, whether that’s your independent financial adviser or tied bank adviser? How do consumers pay for advice? It’s never free! Some of you might well have heard the phrase “The Retail Distribution Review” in the media over the past months. This is being introduced at the end of […]
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