Recent Articles

The Financial Planning Process – Preparing the Financial Plan

The Financial Planning Process - Preparing the Financial PlanWe are going to continue talking about the financial planning 6 Step Process . At this stage we have talked about what is important to you and what you are trying to achieve in the initial meeting. You have also … Read More

The Financial Planning Process – Data Gathering

A couple of weeks ago, we started the first in a series of articles on the Financial Planning process, talking about the initial meeting. This week we are going to discuss the second stage, the Data Gathering process or … Read More

Gen X: the first generation to be worse off than the preceding one

Gen X: the first generation to be worse off than the preceding one

A few years ago, I listened to a podcast where they talked about Generation X being the first generation that would be worse off than the preceding one. Last week, Aviva published their Family Finances Report 2017 which echoed the … Read More

The Financial Planning Process – Initial Meeting

The Financial Planning Process - Initial MeetingAt Bluewater Financial Planning, we follow a 6 step process when working with our clients. Over the next number of weeks, I am going to expand on what is involved in each of these steps so that you can … Read More

Self Directed Pension Investment Restrictions

Self Directed Pension Investment RestrictionsA few weeks ago, I wrote about self directed pensions and how they differ from the typical pension that you take out with an insurance company. One of the big differences is the greater freedom of investment choice. You are … Read More

Give the people what the want

Give the people what they wantWorking with young professional couples, most of them are in the early stages of their mortgage. They have this large amount of debt that they would prefer not to have, especially if interest rates go up and/or the economy turns. … Read More