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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Copy here introducing the client stories section and examples of testimonials

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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Can wealth cure money anxiety?

Many people assume they’ll achieve financial peace once they’ve saved a year-long emergency fund, paid off their mortgage, or have £1m in their stocks and shares ISA. Yet anxiety about money can occur no matter how much of it you have.
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The Quiet Power of Optimism

How a positive mindset boosts resilience, performance, and long-term outcomes, especially in financial planning.
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