Author Archive

The 3 Legged Bar Stool

By: Karl Lavery Investments, Observations, Retirement Planning

Good planning at all levels of wealth and in all circumstances should revolve around this principle. It is such a basic rule, it is often dismissed as being too simple. Yet executed correctly, it can prove to be a powerful emotional driver for you and provides a very efficient long term basis upon which to [...]

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Excessive Pension Charges

By: Karl Lavery Investments, News, Observations, Retirement Planning

We are pleased to see that at least the braodsheets are beginning to get the message we have been pushing for the past 6 years.  To read the article we found in the Telegraph, please click here.

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Karl’s Nettle Warrior Report

By: Karl Lavery Company News, News

Following a reasonably successful 2009 Assault Course event, where, (despite a heavy cold and a course so tough 37% of the starters did not even make it to the finish),Karl succeded in completing the course in a respectable time, he was looking forwardto repeating the event this year with a much imporved time and more good fund raising for the two nominated charities,

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Long Term Care Risks

By: Karl Lavery News, Observations, Retirement Planning

If you are in your 40′s or 50′s, you may well have parents who have needed or may need to enter Long Term Care. If you are already retired, you will be acutely aware from the experiences of some of your friends and peers, that there is roughly a 1 in 3 chance you may need Long Term Care.

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Karl, having now used your services for some time, I remain convinced of your technical knowledge and proficiency.  I am also of the view that you are concerned with our long term financial well-being rather than a desire to optimise your own income in the short term. Contactability – you are almost always contactable, Technical knowledge and understanding – ability to match solutions to objectives, Breadth of offering – you are effectively a one-stop-shop for all maters financial in nature.


Matt Tombs

Transaction Services Director, PWC

Paraplanner Post in Leeds

By: Karl Lavery Vacancies

We are seeking an Experienced Para-planner to add to our team. You will be working in a key role within one of the country’s leading edge Holistic Planning and Wealth Management businesses.

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Beware New Buy-to-Let Planning Rules.

By: Karl Lavery Investments, News, Observations

As of April 6th 2010. If an owner wishes to let out a property that is not currently rented that was formerly a family home or flat to three or more unrelated people such as;
Nurses sharing, students, young professionals, etc.

Budget Summary 2010

By: Karl Lavery Company News, News, Observations

In our summary we will look at key measures that are and are not changing, new measures and previously announced measures about to come into force and how they may affect you.

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