When I first meet with prospective clients the majority of the initial meeting is spent understanding their lifetime priorities. The money takes a back seat in the discussion. This may…
Category: Purpose
Read the latest news and thoughts from our Financial Planner, Andrew.
In Charles Dickens’ A Christmas Carol the central character, Ebenezer Scrooge was visited by three ghosts on the eve of Christmas: the ghost of Christmas past, the ghost of Christmas…
“I might get hit by a bus tomorrow” This is what I was told by someone the other day who wanted to transfer his Final Salary pension scheme so that…
When you fly the plane’s pilot will control the aircraft on take off and landing but will flick over to autopilot while cruising. He doesn’t then put his feet up…