Managing director and financial planner Shona was recently interviewed and featured in Advicefront’s ‘Why I’ series! You can read why Shona plays in brass bands here
This author has yet to write their bio.Meanwhile lets just say that we are proud Shona contributed a whooping 53 entries.
Entries by Shona
Welcome to our June update for the investment markets. We take a quick look at some of the key factors that have been influencing the stock markets and could continue to do so over the coming months. Whilst investors may be hoping for stability, we’re afraid uncertainty continues to be a defining influence. UK The […]
When we think about improving health, it’s often the physical that springs to mind, but mental wellbeing is just as important. Luckily, it’s rising up the list of priorities for many people. Whether you’re feeling stressed about a certain area of your life or you want to be able to relax more, these tips can […]
When you think of retirement, what comes to mind? Perhaps you’re hoping to travel more, spend time with grandchildren or simply relax. Whilst they’re all plans that are associated with retirement, some are keen to buck the traditional as more retirees turn their hand to launching businesses. Is it something you could see yourself doing? […]
Planning how you’ll pass your estate to loved ones can be challenging, both practically and emotionally. But taking some steps to understand how you can efficiently achieve your goals, can make them more likely to become a reality. From writing a will to discussing potential inheritance with loved ones, estate planning is a task that […]
Risk profile is something we mention a lot when looking at investments and other key financial decisions. But what has an impact on your risk profile? Investing naturally comes with some level of risk and values will rise and fall over time. However, the amount of volatility experienced varies hugely. Typically, the greater the level […]
In recent years, the peer to peer (P2P) lending market has grown rapidly. As you’ve looked for ways to maximise your savings, you might have come across opportunities and may even have been tempted. But, whilst it’s a sector that’s growing fast, it’s crucial to understand what it means and the associated risks. With interest […]
The Bank of Mum and Dad has become essential for many first-time buyers struggling to scrape together a deposit to secure a mortgage. However, research indicates that children and grandchildren are increasingly relying on financial support for a variety of reasons. Whilst you may be keen to provide as much help as possible to loved […]
Do you have enough money in your pension to see you through retirement? Research indicates there’s a very real risk that UK retirees will be short of more than a decade’s worth of money. As we start making withdrawals from a pension and even when saving into one, it’s crucial to think about the kind […]
Ryan is our Trainee Administrator. He helps ensure the smooth-running of office procedures and carries out administrative duties for the Affinity team.