19
Jan
2019
0

7 Tips For Protecting Your Finances After Winning The Lottery!

  There is saying that suggests you actually need at least £5 million to live like a millionaire! As a reality check – an investment pot of £1 million should give you about £50,000 per year before tax or around £36,000 per year after tax (depending on how it is held). So helicopters and castles in Spain would still be far out of reach! Having advised a handful of lottery winners, I’ve written the following article as my advice to…

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18
Jan
2019
0

Declutter Your Finances For 2019

An important part of the financial advice process is to firstly establish a client’s current financial position including their investments and the insurance policies they have in place. In my experience clients tend to accumulate various different financial products over time. Some of these products can get neglected and others, in particular insurance policies, can get forgotten about. This can lead to a client having multiple policies and investment products in place that may no longer be suitable for their…

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23
Dec
2018
0

Things I Wish I Knew When I Was In Private Practice.

Since I qualified as a financial planner over 6 years ago, I have learned quite a few skills and tips that I now recommend to my clients and wish I had known when I was a solicitor in private practice. As the majority of my clients are from a legal background I have listed the top nine pieces of advice I find myself giving to my clients. 1. Pay yourself first With all the direct debits, bills and subscriptions going…

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