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The emotional side of retirement: why your financial plan is only half the story

The emotional side of retirement: why your financial plan is only half the story

Most people approach retirement with one question: do I have enough money? But the emotional side of retirement catches them off guard. How you handle identity, purpose…

Private credit: why this 'exclusive' investment might leave you worse off

Private credit: why this 'exclusive' investment might leave you worse off

Private credit is being marketed to UK investors as an "exclusive" opportunity once reserved for institutions. But when you look at what financial advisers are…

The performance mirage: most active equity funds lag the market

The performance mirage: most active equity funds lag the market

The latest SPIVA Europe data reveals a familiar story: 98% of euro-denominated global equity funds failed to beat their benchmark over ten years. For wealthy investors…

What to do when your financial adviser is taken over

What to do when your financial adviser is taken over

If you use a financial adviser, there's a strong possibility that in recent years the firm has been taken over. Around 101 adviser firms were acquired in 2022, which was…

Are we witnessing a global market crash?

Are we witnessing a global market crash?

The global financial markets have been volatile since mid-February, with US stocks especially badly hit. Some commentators are now predicting a market crash. What, if…

How to plan financially for a vulnerable adult

How to plan financially for a vulnerable adult

Parents never stop worrying about their children, even once they’re gown up, and that’s particularly true when those adult children have special needs. One of the main…

There are bound to be funds with impressive recent returns

There are bound to be funds with impressive recent returns

Seen a fund with eye-popping recent returns? Don't assume its outperformance will continue. The manager may just have got lucky. Most people are familiar with a phrase…

Interview with Nick Hutchings, founder of rockwealth Reading

Interview with Nick Hutchings, founder of rockwealth Reading

The founder of rock wealth Reading is NICK HUTCHINGS. Here he discusses his career in financial planning and how having a plan can make so much difference for clients.…

Reading financial experts meeting with clients

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Nick Hutchings Chartered Financial Planner
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