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For complex decision making regarding your financial future, relying on the Buffett Index, or any single metric, can be misleading. For us, precision not prediction is the key to successful financial planning.

This month, all eyes have been on the new government's first Budget. This blog highlights the three big fears that fuelled speculation around the Budget and whether they have become a reality.

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.

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.

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?” 

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?

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.

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

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?