Latest Articles
We should all be taking steps to protect our privacy
As we move forward into this exciting digital age, and as an increasing proportion of our lives are...
The importance of choosing the right pension plan
The majority of people plan to retire at 65 and enjoy a financially stable, rewarding lifestyle during their...
EXPATS – How much should we be saving for our children’s education?
One of the main costs all parents should bear is education costs. For many families, saving money for...
Pensions, Divorce and QROPS
With two-fifths of all marriages now ending in divorce and with a growing number of people getting divorced...
Retirement saving goals: What should yours be?
Retirement saving goals are often discussed by friends and family, however, the actual goal of how much you...
The advantages of being an expat saver
One would think that if someone is travelling and working overseas for much of his or her career,...
Financial advice will help to boost retirement savings
Retirement savings have often been overlooked by younger people, however, it's when you are young that you really...
Toxic People and How to Handle Them
Not all toxic people realise the negative impact they have on those around them, but some do it...
Why a life folder is critical to any succession planning
If the unthinkable should ever happen, in a time of trauma and grieving, would your loved ones know...
Always opt for insurance cover
Insurance cover, and more importantly, the right insurance cover is a necessity in today's world. If I asked...
Gaining customer loyalty means going the extra mile
Recently, I’ve been discussing with my team and also my clients the importance of obtaining and maintaining customer...
Expat Mortgages in Dubai: 15 Questions Answered
Due to continued demand from expats based in the UAE and the Middle East in general who is...
10 money mistakes anyone can make
The habits you form now will affect you for the rest of your life. Understanding the most common...
How can stress affect your health…?
How stress levels are measured? “Stress is when you wake up screaming and you realise you haven’t fallen...
How Do Brits Improve Their Credit Score?
Let's talk about how you can improve your credit score... that said, before you start working on your...
Investing into Structured Products
Like many good things in life, Structured Products are often misunderstood and their value underestimated. In essence, a...
Testimonials demonstrate your credibility and expertise
It has proven that word of mouth among friends, colleagues and indeed customers drive more purchases and relationships...
How does the FTSE 100 work?
Does your financial advisor sometimes refer to the FTSE 100? Have you heard the FTSE 100 referenced in...
Industry needs more young talent to keep financial advice accessible
As demand for domestic and international financial advice continues to soar, more must be done to attract young...
When’s the ideal time to start thinking about retirement?
Thinking about retirement already? Chances are, if you’re reading this, you’re an expatriate in a low-tax jurisdiction. Lower...
How do banks profit from savings accounts?
How does your bank profit from savings accounts? Ever wonder why a bank pays you interest for the...
Mike Coady talks strategic changes in international financial services
Financial advisers and wealth management firms are working in an evolving industry that constantly responds to international financial...
The importance of saving for the long term
You'll save it tomorrow. Saving for the long term often seems unnecessary in the present, or there is...
What does it take to become a millionaire from saving?
It’s time to invest. But, do you ask yourself 'how will I become a millionaire'? If you want...