Category: Purpose
Read the latest news and thoughts from our Financial Planner, Andrew.
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…
The Emotional Burden of Money
14.04.20
Does money hang around your neck like the proverbial albatross? Perhaps you have inherited a large sum of money or sold a business that you poured blood, sweat and tears…
50 Ways To Avoid Cabin Fever During the Coronavirus Lockdown
06.04.20
With the Coronavirus lockdown starting to bite, the effects on physical and mental wellbeing may be starting to be felt; claustrophobia, loneliness or a general feeling of anxiety may be…
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…
“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,…
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…
Rudyard Kipling’s ‘If’ Poem: A Successful Retirement Planning Translation
27.04.18
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…
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)….
10 Strategies for a Successful Retirement Transition
09.02.18
I had a conversation with a potential new client the other day who was battling with the prospect of retirement and was wondering what a successful retirement transition might look…
