Costa Rica, An Ode To A Wonderful Country.
08.09.25
My family and I have just returned from a fabulous two weeks in Costa Rica, and we couldn’t recommend it highly enough as a destination, whatever your age. What follows…
Category: News
Read the latest news and thoughts from our Financial Planner, Andrew.
Costa Rica, An Ode To A Wonderful Country.
08.09.25
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What You Told Me: 2025 Client Survey Results
23.06.25
First of all, a huge thank you to everyone who took the time to complete my most recent client survey. I’m incredibly grateful—not only for your responses, but for the…
In Memory Of Stuart Knight (A Salient Lesson)
07.02.25
I was deeply saddened to learn of the passing of fellow Financial Planner, Stuart Knight, this week. His death at just 59 is both shocking and a stark reminder that…
A Bluffer’s Guide To All This Talk About Government Bonds & What It Means For You
12.10.22
If you are confused about all this talk about government bonds and the havoc in the markets read on. 👇 When governments need to raise money they have two options:…
Why I Love Living & Working In East Devon
02.02.22
The other night my heart sang as I watched East Devon, the small corner of the world I call home feature on the BBC’s Countryfile (watch it here on iPlayer…
What I’ve Learnt From 20 Years In Financial Services
25.11.21
This month marks my 20 years working in the financial services sector. As a fresh-faced graduate I knew I wanted to live and work in London and that I didn’t want…
The Social Care Funding Storm
08.09.21
Twenty-four hours ago Boris Johnson announced the new Health and Social Care Tax. In summary: There will be a 1.25% increase to National Insurance Contributions (employee and employer) and dividend…
What I Learnt From Glamping in Storm Francis
03.09.20
Having had our planned family holiday to Malta this year cancelled due to COVID-19 we opted for staycations rather than running the quarantine gauntlet to another European destination. In the…
Coronavirus Silver Linings
26.03.20
“Even sorrow has its silver lining, as the emotion that pours forth reminds us of our capacity to love, and to be loved.”― Rob Kozak, Finding Fatherhood With most of…