Enjoying Absolute Returns in 2008

Posted by William on July 11th, 2008 in Investment Advice

Today’s good news - Hope for the future !

Hi everyone,

With Global Markets in a state of flux at the moment and many clients concerned about the falling value of their investments, what, if any, are the solutions?

Whilst putting it in cash ensures that you don’t lose anything, it also ensures that the don’t make anything in real terms either. Traditional alternatives such as bonds and property haven’t exactly set the heather on fire in recent terms either.

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The safe way to do Equity Release or The Lifetime Mortgage

Posted by William on July 4th, 2008 in UK Financial Advice

Hi everyone,

today I thought I’d discuss an avenue open to those with wealth tied up in their properties, but who feel themselves to be stuck between “a rock and a hard place”. This is because the monthly income levels you’d predicted would allow you to feel comfortably well off in retirement really don’t match todays high cost of living after all.

It’s pretty galling to have worked and planned all one’s life to enjoy freedom from work, and finally be able to pursue one’s passions (like golf, or salmon fishing in some exotic location!) only to end up held back by mounting money concerns in your old age.

The problem is that when we’re at that age - dreams can’t be put on hold anymore, because there’s no time left to do all the things we really want to do is there?

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