When people come to me, they usually present with a financial query or problem. ‘I’ve inherited some money and I
Finish Well
Stressed About Money? Here’s What Really Matters.
Are you going to be OK? When it comes to money—your money, your future—it’s a question that can linger in
Budget 2024: Financial Planning Implications
The UK government has just unveiled its Budget for 2024, and while the details are now in, there are no
How Much Is Enough To Retire Comfortably (updated for 2024)
I did a video three years ago called How much is enough to retire comfortably? It’s one of my most-watched
General Election 2024: How Will It Impact Your MONEY?
Video: What if the Lifetime Allowance comes back? AJ Bell – How UK Markets have responded to past elections Timeline
What if the Lifetime Allowance Comes Back?
This video is coming out in May 2024. As of 6th April 2024, just a few weeks ago, the Lifetime
Choosing the BEST financial outcome FOR YOU
Wouldn’t it be great if there was an optimal, ‘right’ answer to every financial decision we have to make?
After pension and ISA – what’s next?
For most of us, a pension plus and stocks and shares ISA are the only accounts we’re likely to
3 of 4 People Aren’t Ready To Retire – Here’s Why
Resources Article: Association between retirement and mortality: working longer, living longer? A systematic review and meta-analysis Book: Changing Gear
