There is an old adage in the investment world that ‘diversification is always having to say you are sorry’, as there is usually one (or more) parts of the portfolio that is a bit disappointing. carpenter-rees.co.uk/boring-bonds-a…

I'm attending (UK/EU) LIFE20 - The Life Centered Financial Planning Summit. Life20summit.com Let's bring LIFE to financial planning and bring financial planning to LIFE! RT if you think others will find this helpful 🙌 uk-eu.life20summit.com

It’s only natural to ask that question when you spend money on anything. Whether its buying groceries or choosing a lawyer, we always want to feel like we are getting good value. carpenter-rees.co.uk/the-value-of-a…

This week I thought I’d hand over the floor to a guest writer. So, here are some words of wisdom from our Investment Analyst – Tim Hale of Albion Consulting. carpenter-rees.co.uk/the-old-order-…

As the country continues to reopen following the lockdown, many people are starting to ask themselves that very question. carpenter-rees.co.uk/is-your-house-…

Covid 19 has brought dramatic change to all of our lives. Change isn’t a new phenomenon as we discuss this over our lifetimes. carpenter-rees.co.uk/coping-with-ch…

Our guide to ‘Mini-Budget’ – Summer 2020 Statement July 9, 2020 carpenter-rees.co.uk/https-carpente…

The coronavirus (COVID-19) pandemic has touched virtually every aspect of our lives and is having a widespread impact across all aspects of financial life, including retirement plans. carpenter-rees.co.uk/how-our-retire…

There are lots of variables in retirement. How long people will live for, the costs of goods and services they will need, interest rates available on their accumulated savings, and so on. carpenter-rees.co.uk/risk-of-retire…

Planning around what income is essential, what income is required for your lifestyle, and what income is discretionary can provide a comforting framework for your retirement. carpenter-rees.co.uk/risk-of-retire…

We spend our lives planning our next holiday, for a family, buying a property, funding a child’s education and for the day we retire. carpenter-rees.co.uk/looking-to-the…

You may have always dreamed about living aboard, but how do you make that a reality? carpenter-rees.co.uk/planning-a-mov…

Many people dream of retiring abroad or travelling long term, so this week, we’ve provided a list of 10 destinations to consider for your golden years. carpenter-rees.co.uk/top-10-countri…

We are living in extraordinary times right now, still in the grip of a global coronavirus (COVID-19) pandemic. carpenter-rees.co.uk/planning-to-le…

Retirement is a major accomplishment for most people. You’ve worked hard all of your working life to save and prepare for your retirement, and now you’ve finally retired. carpenter-rees.co.uk/investing-duri…

Pension freedoms (introduced in April 2015) put a greater onus on people to keep themselves informed of their options when it comes to accessing their pension money... carpenter-rees.co.uk/blending-your-…