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Working through an Umbrella Company
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...
26 views
Leaving your pension on autopilot could be dangerous
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...
34 views
Lasting Power of Attorney goes virtual
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,...
51 views
Planning for Volatile Markets
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...
46 views
How to react to volatile markets
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...
105 views
Career Exploration
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...
18 views
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