FINANCIAL PLANNING

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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
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
Career Solutions for Everyone
Michael Roberts FPFS
  • May 21, 2019
  • 2 min

Career Solutions for Everyone

I was very interested to hear in a recent Forward Planning meeting with my clients Jeremy and Maria Heffer, about a new business venture...
2 views
Don't plan for a great life, start living it today
Michael Roberts FPFS
  • Apr 1, 2019
  • 2 min

Don't plan for a great life, start living it today

Financial advice has long been about planning for the future, often aiming for one single event; retirement. Focussing on your savings,...
18 views
Preparing for Retirement
Michael Roberts FPFS
  • Apr 1, 2019
  • 3 min

Preparing for Retirement

There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older....
16 views
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