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…
The Stock Markets Can’t Hurt Your Wealth – Only You Can!
29.06.18
Over the years that I’ve been a financial planner, I have had many conversations with clients and prospective clients about their investment experiences. Most people will have some story about…
Worrying About the Latest Crisis Isn’t Helping You or Your Money
29.06.18
Are you worried about what to do with your money because of some current crisis that is hogging the news headlines: Brexit/Trump/North Korea/Putin/Oil prices/the latest crisis du jour (delete as…
The Bigger Picture
09.04.18
In my experience, when thinking about their wealth, most people (and sadly, all too often, financial advisers) want to know that they have the ‘best’ pension/ISA/Investment Portfolio (delete as appropriate)….
Would An Accident or Illness Derail Your Future Plans?
23.03.18
How would an accident or illness derail your future plans? Many of us have life cover that will pay a lump sum on death so that mortgage debt can be…
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