Potential clients often come to us with questions about their pensions and investments. Retirement planning covers many other areas.

We don't offer one-off financial planning and advice, believing the value of financial planning is maximised with an ongoing relationship.

The press recently reported that Michael Burry has been shorting the stock market. Should our clients make adjustments to their investments?

We've looked at Bengen and the Guyton-Klinger approaches. We now look at risk-based guardrails and how these are implemented.

In part three of this series on the "4% rule", we look at how investor behaviour might impact sustainable portfolio withdrawals.

In part two of this series, we look at the 'real world' challenges that a retiree may face if they follow the 4% rule.

Are you using the '4% rule' for taking retirement income? In this series of articles, we investigate the many challenges to consider.

The markets in 2022 got off to a turbulent start, and many retirees were worried about the sustainability of their retirement portfolios.

The one-page financial plan helps you distil your goals and action points into a concise format, enabling retirees to focus on what matters.

Noel's book, 'Planning for Retirement: Your guide to financial freedom' has been nominated for an award by Investing Reviews!

This blog takes a deep dive and helps you to find a financial adviser to help with your retirement planning.

What are the five stages of planning for a successful retirement? Why you need to consider more than just selecting the "best" investments.

Abraham's book on building a sustainable retirement income inspired me to write my own!

Robin Powell and Ben Carlson's book helps people in their 20s and 30s make a solid start in their investing journey.