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An introduction to financial planning

Financial planning is a service where a qualified professional will work with you to develop and understanding of your lifestyle and finances. And with that information, they will map a likely range of future outcomes over a 10, 20 and 50 year period.

Then, both you and the planner will imagine and view how that future life will look and feel, today. If anything doesn’t look or feel right now, you still have time, if you plan, to change your future.

The Plan will likely involve a period of saving and a period of spending. It’s a very creative process and no two Plans are the same.

When you have a Plan that looks and feels right and encompasses the rest of your life, you’re are then free to live each day and to focus on the present.

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Copy here introducing the client stories section and examples of testimonials

Is now a good time to invest? I don’t know

Is now a good time to invest? Ask a wealth manager this question and they’ll turn on the charm. Invest your money with them and anything is possible. Meanwhile, trustworthy financial planners will utter the same three words: “I don’t know”.
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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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How to stop comparing yourself to others financially

I have two boys, Otto Barnaby and Charlie Cecil, and it’s wonderful to see them grow and develop over time. 
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