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Our Blog

April 15, 2022
March 2, 2021

We’re inviting you to write a postcard to your future self

Every night for the past few days I’ve been reading a fantastic children’s book to my son Charlie. The book is called You Choose and it gives children the tools to tap into their imagination, pull things out and fulfil their fantasies.
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April 15, 2022
March 28, 2021

How do we live for the now and plan for the future?

If you’re like me and always have a long to-do list to get through each day, then you may find this advice difficult to follow. After all, how on earth am I to focus on the present and live in a world that requires me to constantly look ahead and plan for my future?
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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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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
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
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 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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