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Martin Cotter
Media Coverage
inews.co.uk
I’m suffering from pension anxiety – I’m part of the middle-aged ‘lost generation’Many who missed out on final salary schemes and auto-enrolment are panicking about their pension, amid spiralling living costs. But it’s not too late to take action, finds Hannah Fearn
Investors' Chronicle
‘How do I grow my £118,000 portfolio and retire early?’Portfolio Clinic: Our reader needs to overhaul his investments and get back on track to retire in 13 years
The Telegraph
What is pension drawdown?Telegraph Money explains how to manage your pot through flexi-access drawdown without letting it run out
The Telegraph
‘We’re engaged, but neither of us have any savings – how can we afford the wedding?’Money Makeover: our reader wants to supercharge their cash in the run-up to the big day
Moneyweek
How to minimise the risks of a stocks and shares Junior ISAParents are opting for cash rather than stocks and shares when it comes to choosing a Junior ISA (JISA) for their child. But investing could build a bigger nest-egg – here is what to consider
Moneyweek
Why you need a £1 million pension for a comfortable retirementResearch suggests younger savers need to put more into their pension to account for inflation and housing costs ahead of retirement. We explain how to build a £1 million pension pot
The Telegraph
‘We’re engaged, but neither of us have any savings – how can we afford the wedding?’Money Makeover: our reader wants to supercharge their cash in the run-up to the big day
The Telegraph
‘Should we bite the bullet and lock into a 5 per cent mortgage?’Money Makeover: our reader is considering his mortgage and investing options
The Telegraph
Deferring your state pension can give you higher payments – but there’s a catchTelegraph Money explores who could benefit from holding off instalments, and the pitfalls to avoid
The Telegraph
What to do with £1m in cash (when there’s no room under the mattress)Sitting on large amounts of cash is rarely the answer, so do this instead
Moneyweek
How to lower your capital gains tax billWith the government cracking down on capital gains tax, we look at how you can lower your tax bill by splitting your allowance.
Investors' Chronicle
‘How do I get 10% a year from my £470,000 portfolio?’Portfolio Clinic: Our reader worries he bought all the wrong stocks at the wrong time. Val Cipriani asks the experts to help overhaul his investments
Investors' Chronicle
Should you invest for income or growth?Portfolio Clinic: Our reader has too many holdings and needs to tidy up his investments ahead of retirement
Investors' Chronicle
How to make the most of your general investment accountIt’s difficult to know how best to invest when retiring, but risk tolerance and taxes play an important part in planning
Investors' Chronicle
How to make the most of your general investment accountIf you hold investments outside Isas and pensions, aim to limit your tax liability and reduce costs
FTAdviser
Active a no-brainer for fixed income? Not so fastA healthy allocation within fixed income is a strategic mix of active and passive management.
FTAdviser
Future advisers: I want my employer to care more about people than moneyYoung advisers have moved on from targeting sales as a measure of success, and have entirely different ideas of what they want to get out of their jobs and careers.
FTAdviser
Case study: Why an academy was the right career entry for meThere is a great opportunity to carve out a successful and rewarding career in the financial advice sector.
FTAdviser
Case study: Can your company survive without you?The loss of a key person can have a big impact on any small business, yet often owners are so focused on achieving financial success they forget to ensure the continuity of the company in case a key...
FTAdviser
Adding thematic funds shows clients we are thinking activelyAdvisers and other discretionary managers should consider thematic funds as a tool to express a view on a particular theme.