Monthly Archives: April 2012

WMU April 2012

Mis-selling by banks … surely not!! If you read the Sunday newspapers you might think that journalists are reading our Wealth Management updates! You may recall that last month we spoke about the dangers of buying “packaged” and “guaranteed” products. … Continue reading

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Options at Retirement

It has become a concern of mine that nearly everybody that I meet outside of financial services believes that you need to buy an annuity with your pension. The media have been fairly good at educating the public on shopping … Continue reading

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