Vicki Watts
Lending a helping hand in times of vulnerability
From time to time, every one of us may be able to describe ourselves as ‘vulnerable’ for one reason or another; indeed, The Financial...
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Michael Roberts FPFS
- Sep 7, 2022
- 2 min
When bad news is all around...
Had I told you last September that in a year’s time: Inflation would be over 12% Interest rates will be 7 times higher Our energy bills...
107 views
Michael Roberts FPFS
- May 10, 2021
- 1 min
Working through an Umbrella Company
In the past, many individuals have undertaken contract work through their own limited company. Following recent changes to the IR35...
31 views
Michael Roberts FPFS
- Oct 28, 2020
- 4 min
Leaving your pension on autopilot could be dangerous
Many workplace pensions, and indeed personal pensions, set up over the years have included an option commonly referred to as...
57 views
Michael Roberts FPFS
- Aug 8, 2020
- 2 min
Lasting Power of Attorney goes virtual
As anyone who has ever tried to use a Lasting Power of Attorney (LPA) will know, it can be a painful process. Invoking an LPA to,...
58 views
Michael Roberts FPFS
- Apr 3, 2020
- 4 min
Planning for Volatile Markets
I wrote in my recent article that "Successful long-term investors are continuously acting on a Plan, rather than continually reacting to...
60 views
Michael Roberts FPFS
- Mar 20, 2020
- 2 min
How to react to volatile markets
In this note I will not seek to commentate on how and why markets have reacted in the way they have to recent events, much less offer...
117 views
Michael Roberts FPFS
- Jul 10, 2019
- 3 min
Career Exploration
In a recent post we introduced you to two of our clients - Jeremy and Maria Heffer through an article called “Career and Retirement...
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