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November 12, 2021
November 11, 2021

How good communication can nurture a financially strong relationship

Money is the number one thing that couples argue about. It plays a huge role in breakups and divorce. For couples who stay together, it causes unnecessary friction that makes life harder for everyone. 
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November 11, 2021
November 8, 2021

What inflation means for your savings and investments

Last month I paid £3 for a coffee in Balans, Soho, and it got me thinking about inflation.
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October 24, 2021
October 15, 2021

6 financial planning tips to help couples build wealth

Money can be a common cause of arguments in a relationship, with many couples disagreeing on everything from their spending habits to debt repayment efforts. And yet, if you’re on the same page and willing to work together to achieve your financial goals, money can be used as a tool to empower your family and build a fulfilling life..
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October 15, 2021
October 11, 2021

What is F*** You Money?

Humphrey Bogart always kept a $100 bill in his dresser drawer. It meant that no matter the circumstances, he could decline a bad acting job. Having that money set aside was the difference between taking any job he was offered out of desperation versus only accepting roles that were important to him.
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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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