4 top tips on what to do in the first 30 days of your retirement
So, you’ve decided when you’re going to retire and you know what you’re going to do in the days leading up to your final day in work. You might even have some long term goals that you know you want to achieve during the years of retirement you have ahead… Read More
5 steps to bring your dream of early retirement closer
Do you find yourself counting down to Friday each week – even when it’s only Monday morning? Do you wish you could ditch the daily commute and long hours at the office? Have you got a secret desire to drive across America or buy a second home in the South… Read More
An update on the witnessing of wills
Matt Parr of Shakespeare Martineau was kind enough to write an article for our latest newsletter, summarising the importance of, but also how it’s still possible in the current climate to have both Wills and Lasting Power of Attorney drafted. Within a few days, showing how quickly things can change… Read More
The UK is in a recession, but remember, you’re in it for the long term!
You will no doubt have seen and heard the news that Britain has entered the deepest recession since records began as figures were released for the three months to June. Going forward, unemployment levels are expected to increase and there are concerns about a “second wave” of infection and further… Read More
The Importance of Chartered
The Importance of Chartered Here at Jane Smith Financial Planning, we’re very proud to hold Chartered Financial Planner status. The exciting news is that July marked the start of our fifth year holding this accreditation, what’s often referred to as the “gold standard” in our profession. But, why is… Read More
Advice vs Planning
The job titles of Financial Adviser and Financial Planner are often thought to be one and the same. Often when I meet new people, they ask what I do. When I explain that I’m a Financial Planner, they might comment “Oh, I work with someone like you; so and so… Read More
VouchedFor
VouchedFor is an online directory, listing financial planners and advisers in your local area. To provide a true reflection of the service they offer, firms are rated by their clients. A while ago we asked you to complete reviews and since then we have asked you to update these reviews… Read More
Can I still make a Will despite Lockdown?
Guest Blog – Matt Parr from Shakespeare Martineau Making a Will is important and so solicitors who prepare Wills have been classified as key workers to enable us to continue offering our services to clients who need them. Now more than ever, ensuring their affairs are in order and… Read More
Day in the life of …. Clare Lehman
My day starts off fairly quietly with the alarm going off at a reasonable time of 7.00am. Then it’s shower and dressed before heading downstairs. My husband works in Northampton and leaves for work much earlier than I do, so I tend to have breakfast alone before I head off… Read More
What we’ve been up to – July 2020
The end of March saw the start of “Lockdown” and some tough months for everyone, in many aspects. We’re certainly not through the other side, but life feels like it’s starting to get back to some sort of normality. Whilst we could head back to the office, we have decided… Read More