Helen Ashworth
Displaying 1 – 6 of 6
-
What happens at the annual review
An hour, once a year, in which we ask what has changed in your life, run the plan again against…
-
Markets fell. Here is what we did.
In April the fund most of our clients hold was down eleven per cent in three weeks. We rebalanced the…
-
How we charge
A fixed fee for the plan, and a percentage for ongoing management, both written down before you agree to anything.…
-
Pensions, in the order that matters
First, is anything matched by an employer and not being claimed. Second, what are you paying in charges. Third, and…
-
What independent actually means
That we can recommend any product from any provider, and that nobody pays us to prefer theirs. The word is…
-
The first conversation costs nothing
An hour, no charge, no obligation, and at the end of it we will tell you if you do not…