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Financial Viewpoint

Financial Viewpoint

16th September 2022

Financial Viewpoint is the quarterly newsletter of Carl Summers Financial Services, where we talk about mortgages, insurance, pensions, investments and other aspects of personal financial planning.

Talking to kids about the value of money

Talking to kids about the value of money

15th July 2022

After seeing their six-year-old son’s birthday list, Liz and Dan have realised it’s high time they started teaching Archie about the value of money. It’s true they both have reasonably well-paid jobs and only the one child but, even so, a Saint Bernard puppy, a quad bike, a horse and a life-size dalek don’t come cheap.

Pension Planning For The Self-Employed

Pension Planning For The Self-Employed

17th June 2022

There are 4.8 million self-employed people in the UK and only a third have any kind of pension arrangement. A shocking statistic when you consider that State support is shrinking and we’re all living longer.

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