Even Financial Planners React Emotionally
07.07.25
My wife and I have been lucky in many ways. We were born in a democratic country during an era of peace, to middle-class parents who loved and supported us,…
Category: Money
Read the latest news and thoughts from our Financial Planner, Andrew.
Even Financial Planners React Emotionally
07.07.25
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Gold Is Shining Again, But Should Long-Term Investors Follow?
10.06.25
I previously wrote about how gold should be for decoration, not speculation, and now gold is back in the headlines I thought it worthwhile providing an updated article. As uncertainty…
You Can’t Separate Emotion From Money
19.05.25
A radio station I regularly listen to has a prize where listeners can win significant sums of money simply by texting in and remembering what the cash prize pot is…
Should Parents Help Pay Off Their Child’s Student Loan?
08.05.25
For many UK parents, supporting their children financially is a natural inclination. However, it’s not always the best use of your savings when it comes to student loans. This article…
What Beast Games Teaches Us About Money, Behaviour and Morality
11.03.25
My children and I have recently finished watching Beat Games and loved it. If you aren’t aware of it, it’s a reality show hosted by YouTube sensation MrBeast (if your…
It All Comes Down To Two Desires
13.02.25
When planning for retirement, every financial decision, whether about spending, saving, or investing, is shaped by two fundamental desires: financial security and financial freedom. Financial security is the need to…
Fear and Opportunity: What the Rise of AI Means for You and Your Money
24.01.25
The pejorative term Luddite, derived from Ned Ludd, an 18th-century weaver, originally referred to textile workers in 19th-century Nottinghamshire who vandalised machinery out of fear for their jobs and livelihoods….
Should You Plan For The Cost of Later Life Care?
14.10.24
For many retirees I talk with being able to manage the cost of later-life care is a top priority for them. I understand why this is the case but with…
You Wouldn’t Sail Across The Atlantic in A Rowing Boat: Managing An Investment Portfolio To Get You To Retirement.
30.09.24
The sea is a fickle mistress; sometimes calm and still, other times tempestuous. Investing for retirement can be similar; at times, your pension and investment plans may grow steadily, only…
Lots of Money, No Living Or Lots of Living, No Money? Why You Shouldn’t Be Either.
23.09.24
During retirement, the relationship between wealth and life satisfaction becomes more significant. It is also a dynamic where an over-emphasis on one can harm the other. A fulfilling retirement lies…