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The trade tariff war between the United States and China, a slowdown in the Chinese economy and the resulting effect on emerging markets, a 40% fall in the oil price, rising US interest rates, after…
Author: Simon Wong Wealth planner, JM Finn
1945-1960s
The ‘Silent Generation’
1960s-1980s
The Millennials
Childcare theories are ever- changing. It seems that every week, a new piece of news tells us that we need to change how we raise our children.
Having graduated from university in 2012, Sarah now works in the software industry and more recently took on a permanent role having freelanced in the sector for several years.
Entrepreneur Richard describes himself as a risk positive investor but admits that financial planning hasn’t always been as high on the agenda as it perhaps should have been.
68-year-old retired surveyor Giles and his wife Mary recently downsized from their sizeable family house in the Home Counties to a smaller property...
Ruth Sanderson, aged 78 and widowed, continues to live independently at home but more recently some minor health issues have led her to think longer term about her options for care.
The Centennials
Jack may still be at school but he’s already acutely aware of the need to save and has his sights set on being financially independent as soon as possible.
We are looking forward to supporting a number of family-friendly Point-to-Points again this year, where we hope to see some of our friends and contacts.
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