Choose Life (A Financial Planner’s Version)
05.06.19
Choose life. Choose freedom. Choose leisure. Choose pleasure Choose never having to worry about money. Choose global travel, time in the garden or writing that book. Choose working on your…
An Emoji Guide to Budgeting
09.05.19
Do you ever have that feeling that you should be making better financial decisions with your money but never have enough of it left at the end of the month…
“30 Years?! What Am I Supposed To Do With That?”
24.04.19
I was watching Trainspotting 2 the other day (if you were a fan of Danny Boyle’s first film from 1996 you’ll enjoy the sequel) and in it, Ewan McGregor’s character,…
“Now the Kids Are Gone We’ve Got Some Spare Money, What Should We Do With it?”
13.03.19
There comes a time in every parent’s life when the kids fly the nest (sure, they sometimes come back!) and you’ll reach that point when you find the rooms echo…
An Emoji Guide to Life Assurance (Or Minimising Financial Stress When Sh*t Happens)
01.03.19
Sometimes life can be cruel and throw us curve balls that we’re not expecting or prepared for. Another term for it is ‘sh*t happens’. The most catastrophic would likely be…
An Emoji Guide to Beliefs About Money
25.01.19
Our beliefs are formed in childhood. Sooner or later we realise that many of them are false (mermaids and unicorns aren’t real ?) but our beliefs about money are often…
An Emoji Guide to Inflation…
21.12.18
Inflation is the silent assassin of the personal finance world. While stock market crashes and bank defaults grab the headlines, over the long term it is the silent creep…
Rudyard Kipling’s ‘If’ Poem: A Successful Retirement Planning Translation
23.08.18
If you know why you work and why you play, If you can look after your future you the same as your current self, If you know what is important…
“I Like Property Investing Because I Want Control” – Really?
30.07.18
As the great British love affair with property continues I regularly have conversations with people who believe that owning a second property as an income stream is the best use…
12 Reasons Why an Ongoing Financial Review is So Important Before Retirement
29.06.18
When was the last time you had a financial review? I regularly meet with prospective clients who set up a pension or ISA many years ago and haven’t looked at…
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