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September 27, 2024

Here’s How You Can Retire and Launch Right into a Passion with Purpose

If you have ever had an idea, a passion or a skill that lights you up, retirement might be the perfect time to explore it.
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September 27, 2024

Financial Fitness: How Couples Who Plan Together Can Thrive

Over the years, I have learned a thing or two about how working together as a couple can create benefits that extend far beyond the numbers.
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August 29, 2024
August 29, 2024

Are Flash Crashes on the Rise? What Investors Should Know About Volatility and Recovery

It has been a rollercoaster few weeks on the stock market. ‍A dramatic plunge was followed by a strong rebound, resulting in one of the best weeks of 2024 so far. ‍But this turmoil has left many of you wondering: “are markets more volatile at the moment?” 
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August 28, 2024
August 29, 2024

Climbing Your Financial Mountains: The Journey from Success to Significance | Part II

This month, we return to the second part of David Brooks' powerful metaphor of climbing two mountains in life. Now that you’ve had time to reflect, have you started envisioning what your second mountain might look like? ‍What passions, causes, or people are calling you to make a meaningful impact?
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August 28, 2024
July 24, 2024

Climbing Your Financial Mountains: The Journey from Success to Significance | Part I

As a financial planner, I've observed the financial journeys of many clients. But there comes a moment when the focus shifts and they start to ask themselves different questions.
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July 25, 2024

Here Are 7 Reasons Why Summer Holidays Are the Ideal Time for Financial Planning

Summer holidays are a time to unwind and recharge, but they also present an excellent opportunity to review and improve your financial plans.
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June 27, 2024
June 26, 2024

Which is better: frequent short holidays or long breaks?

Like anything in life, work can be addictive. The level of intensity in some jobs is hard to replace. But which is best a career that is fast and full-on? Or one that is steady and consistent?
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June 26, 2024
June 26, 2024

What does a potential Labour government mean for your investments?

With the election campaigning ramping up, I have been thinking about how the result might affect the stock market.
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June 26, 2024
May 29, 2024

Redefining Success: Why Your Disposable Income Matters More Than UK’s GDP

What exactly is GDP? It’s been a long time since I studied Economics yet I still recall the concept well.
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