Capacity for Loss – Or How Much Can You Afford to Lose?
30.05.19
Over the past few weeks, there has been a debate on Twitter amongst a small section of the financial planning community and compliance consultants on the surprisingly thorny issue of…
An Emoji Guide to Capitalism
03.04.19
Capitalism hasn’t enjoyed the greatest press in the last decade or so; the near destruction of the economic system at the height of the Credit Crunch (or Great Financial Crash…
“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 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…
An Emoji Guide to Investing
28.11.18
It is said that fear and greed are the primary drivers of stock markets; fear when markets are falling and greed when they are rising. However, despite it being tempting…
You Can’t Have Your Cake & Eat It – Inheritance Tax Planning Basics
20.08.18
Inheritance Tax Planning Basics Inheritance tax (IHT) is one of the more emotive taxes; when you have worked hard all your life and made sensible financial decisions to build up…
A Stock Market Investing Checklist
01.08.18
Investing in global stock markets isn’t appropriate for everyone and not everyone is appropriate for stock market investing. However, if you are planning for the future and want to make…
“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…
If you want to talk to someone who will really listen, enter your details below to arrange a confidential chat.