Patrick Murphy, chartered financial planner at Bluefin Wealth Management, says clients need to be aware of their life number to help them plan retirement with confidence.
Retirement is a frightening thought for many people, particularly for those people who fail to plan for it sufficiently. One way of eliminating the fear is to get clarity on exactly how you want to live...
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record