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September 14, 2021
September 14, 2021

How high-income earners can end up broke

A few years ago I was given a referral. The potential client was a respected and well-known solicitor and it was a privilege to be referred to him...
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September 14, 2021
September 1, 2021

Are industry awards worth it?

We’re delighted to have been shortlisted for two awards. In the 2021 Money Marketing Awards, we’ve found ourselves in the Next Generation Advice Firm of the Year category. Meanwhile, Emma was shortlisted for Professional Adviser Paraplanner of the Year. 
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August 12, 2021
August 12, 2021

How I learnt the hard way to be the best planner

A few years ago, I got soaked in a downpour on my way to meet a client. I’d not bothered to bring an umbrella with me and arrived at the meeting bedraggled and wet...
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August 18, 2021
August 8, 2021

Why are they called bull and bear markets?

You might have heard the terms bull and bear markets, but where do they come from? 
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July 7, 2021
July 7, 2021

Have you made this common investment mistake?

At the start of the month Elon Musk sent ripples through the crypto realm. How he did it was just as simple as it was remarkable. In one tweet the luminary suggested that he had fallen out of love with cryptocurrency, causing Bitcoin to drop by 3.6% in value. And that’s all it took. One single tweet.
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July 7, 2021
June 30, 2021

How a jar of jellybeans can teach us an important rule about investing

Our approach to successful investing is more than just educated guesswork.
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June 22, 2021
June 11, 2021

Why you need to keep your money motivated

Want to know one of the most important factors in investing for your future? Motivation.
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June 22, 2021
June 2, 2021

The power of perspective

For the first time in eighteen months, I’m preparing to go on holiday with my family to a small seaside town in Wales called Tenby. In total, there will be 20 of us and it will be the first grand family outing for a long time. To say that my family and I, particularly my two boys, are excited would be an understatement.
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May 13, 2021
May 13, 2021

The limitless potential of a financial plan

“We want you to show us the art of the possible Tom.” If there was one line that could help summarise WealthMap it’s that. This came from some clients who have recently gone through the WealthMap process, but the idea of ‘the art of the possible’ dates as far back as the 19th century.
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