About Evie

Posts by Evie

It’s Choice, Not Chance

Aug 17, 2021

Handling a financial plan is difficult, especially when you’re doing it alone. It’s hard to identify what you need to do and how to do it. Sometimes it’s best to reach for help. Approaching a new chapter in your life is scary, and change can be uncomfortable. But it shouldn’t be like that. Having a

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Lessons in Work Life Balance from Mr. Frostick

Jun 10, 2021

You may have come across the recent story of Jonathan Frostick. His story exhibits the true value of lifestyle planning and why it’s so important now more than ever. Mr Frostick is a contractor, managing a team of 20 people for HSBC. In the middle of April he sadly suffered a heart attack. Starting his recovery

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Is it time to abandon Diversification…?

May 28, 2021

For many years it has been the accepted wisdom that you should diversify your investment portfolio. That means diversifying by types of investments – with say, your exposure to the stock market balanced by more cautious investments in bonds and, perhaps, funds that invest in property. Common wisdom says you should also diversify geographically –

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There’s no better time to get Financial Advice!

May 14, 2021

Now that we’re finally starting to see a way out of lockdown and a route to ‘normality’, it’s a good time to reflect on 2020 and think about the things we can take away from the year that most can only describe as a nightmare. Only 3 months in, the global pandemic threw the UK

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The tax benefits of varying a Will and how long you’ve got to do it

Apr 22, 2021

If you have inherited assets from someone who has died, it may be beneficial to vary the terms of their will for tax reasons. If you already have an inheritance tax problem, or believe you could have in the future, you certainly don’t want to exacerbate said problem by bringing even more money into your

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Could You Live the Lockdown Life Forever?

Apr 14, 2021

On the 23rd March 2020, Boris announced a ‘3 week UK’ lockdown. Wishful thinking… A year later, after a few unsuccessful attempts at trying to regain normality, we’re still in lockdown. A full year of restrictions, face masks, hand sanitiser and social distancing. The majority of people would agree that one of the hardest aspects

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