Apr 25, 2023
In this episode Kathy & Justin chat about the important changes to the lifetime allowance announced in the Chancellor’s budget in March. It’s fair to say that the extent of the changes has taken the financial advice sector by surprise. It was widely anticipated that the lifetime allowance would be increased, but...
Apr 11, 2023
I want to help my clients make the best possible decisions about their financial future, so over the years I’ve done a lot of research into how to make smart decisions. I’d like to share some of the insight I’ve gathered in this podcast.
The topic of decision making is vast, so I’m going to focus on one...