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Our Blog

June 20, 2022
June 15, 2022

Bear markets, how concerned should we be?

The S&P, Nasdaq and the Russell 2000 have all entered a bear market in recent weeks. 
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June 17, 2022
May 17, 2022

The curse of chasing the next big thing

One of my clients is a retired Surgeon and we’ve been working together since 2005...
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May 17, 2022
May 15, 2022

Want to be happier at work? It’s time to set your terms

On the face of it, everything’s in place financially. You’ve found a financial planner you can trust, you have a plan in place, you’re saving and investing for the future, and you’re on track to retire earlier than the average person...
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April 24, 2022
April 13, 2022

The problem successful entrepreneurs face

If you're a successful entrepreneur, you might think your successes to date are what guarantees your financial future...
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April 15, 2022
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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April 15, 2022
September 10, 2020

The journey, not the destination

Have you ever read Into Thin Air by Jon Krakauer or seen the movie Everest? It’s based on the true story of an expedition that goes badly wrong.
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April 15, 2022
November 10, 2020

Picking the right team

Have you ever watched Formula1? It’s an incredible sport in its own right. What fascinates me is the amount of teamwork needed to win.
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April 15, 2022
June 30, 2021

How a jar of jellybeans can teach us an important rule about investing

Our approach to successful investing is more than just educated guesswork.
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April 15, 2022
August 10, 2020

Best of breed financial planning

Last month we asked you what a ‘world-class’ service meant to you. And we had some very interesting responses.As you’d expect, what’s world-class to one person might not be to another. And sometimes what’s world-class is very simple, but what makes it valuable is that it’s hard to find.
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