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How to get people to take ownership of their pension planning?

Josephine and I met with a husband and wife last week, we were reviewing their existing pension planning. They run a successful family business through a limited company. As they are fast approaching retirement age we were discussing the income that their funds might generate for them in retirement. Also and very importantly they wanted

By | August 11th, 2015|Categories: Family Business, Retirement Planning, Succession Planning|0 Comments

I am a little flabbergasted

Some of my happiest and rewarding moments in my business life have been when I have been communicating and exchanging business ideas with other people. This was something I learned from attending meetings and communication with people from around the world at MDRT meetings. The MDRT is a worldwide association of financial advisors and its

By | February 17th, 2015|Categories: Anything is possible, Positive Message, Retirement Planning|0 Comments