One of the most fundamental risks in retirement is longevity, the risk of running out of money before running out of life. Whilst there are a lot of benefits to living a long time, longevity undoubtedly increases financial risk. So just how long will your retirement plan need to generate income? Most people underestimate their life expectancy, often significantly. A man who is 65 years
Some people dream about retirement, others plan assiduously for it, and for others, it just comes along. Retirement means many things for different people but knowing when you can afford to go depends on your number – the level of assets that you need to be certain that you do not need to return to
As a Wealth Strategist, one of the things that you learn at a very early point is that it is not the amount of money you have that makes you happy, it’s what you do with it that gives the enjoyment. And, although the richest clients are not necessarily the happiest, it is also true
Entrepreneur noun 1. a person who sets up a business or businesses, taking on financial risks in the hope of profit. As George W Bush once allegedly said when discussing the decline of the French economy. “The problem with the French is that they don’t have a word for entrepreneur.” No one gets to the
There are likely to be many long-term changes as a result of the current pandemic. Many people will be taking a long, hard look at their pre-COVID existences and starting to consider what is really important in life. The idea of selling the family business and sailing off into the sunset might well be a
You have worked hard all your life, built up substantial assets, and simply want to pass these down to your children and grandchildren to give them a helping hand in life once you have gone. It is a common goal we hear when speaking with clients. However, as with many things in life, it is
Finances play a critical role in life throughout. Many decisions are dictated by the state of our finances, so having good financial planning is one of the most effective tools in achieving the life that you truly want. As we go through life our lifestyles and priorities shift and so do our financial planning requirements.
Wills. Something that we put to the back of our minds. Something to sort out later on when you are old and grey. As it has been said, the only certainties in life are death and taxes – and a certain Mr. Trump has shown that even taxes may be optional. So, we get back
Foresight Wealth Strategists is a trading style of Foresight Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 612587 at www.fca.org.uk/register/ Registered in England and Wales No. 05897811 Registered Address: Richmond House, 1a Heath Road, Hale, Altrincham, Cheshire, WA14 2XP The guidance and/or advice contained within the website is subjected to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.