You’ve Built the Yacht, Now It’s Time To Set Sail. How To Spend Money In Retirement With Confidence
09.04.26
Retirement marks a significant transition in life for many reasons; I liken it to a second adolescence. One area I find most people struggle with is the loss of a…
Earning a Living vs Building Wealth: The Difference That Matters
30.03.26
For much of history, for most people, getting wealthier was not just difficult; it was impossible. In feudal societies, wealth was tied to land ownership. A small number of landlords…
“I Wish I Knew That Sooner.” How New Evidence Changes Our Decisions About Money
10.03.26
How well do you know the FedEx logo? It’s a major global brand so you can probably recall it easily. But have you seen the arrow built into the design…
Death Admin – The Jobs To Do Now To Make Life Easier For Your Loved Ones
17.02.26
Thinking and talking about death can feel uncomfortable, even morbid. Acknowledging our own death creates a full stop where there has previously been a comma. It forces us to accept…
It’s All Relative
11.02.26
Although we like to think otherwise, we tend not to think of things on an absolute basis; we use others as a frame of reference. Our subconscious brain does a…
A ‘Natural’ Way To Understand Pensions
16.01.26
When clients first start thinking about their pensions, the conversation can quickly result in jargon — defined benefit, money purchase, SIPPs, Final Salary and so on. That language is necessary,…
Are We Naturally Happy Or Sad? Or Can We Improve Our Happiness?
18.11.25
Can you change how happy you are? Are you naturally happy or sad? Or perhaps you know people who are. Do you find yourself thinking, why is she such a…
Why Stock Picking Is Like Betting on a Premier League Football Club – And Why It’s Risky for Long-Term Wealth
31.10.25
When planning your financial future, especially in retirement, it’s easy to fall into the trap of trying to pick winners. You might hear about a hot stock or a booming…
The Best Way To Discover What You Really Value
23.10.25
Setting up and establishing this business was hard, really hard. The early years were filled with doubts over where my first clients would come from and then the next, and…
How to Protect Yourself from Financial Scams
17.09.25
Financial scams are continuing their rise in the UK, and they affect people from all walks of life. For those starting or in retirement, the risks are greater because losses…
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