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Our Blog

October 2, 2023
September 30, 2023

10 Things I Believe About Investing

The best thing a financial adviser can do is be really clear in their beliefs and the principles that inform their approach to wealth creation. This way, investors (new and old) everywhere can decide whether those philosophies sit right and resonate with them.
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September 8, 2023
September 8, 2023

The power of joint financial planning as a couple

When it comes to our finances, the most successful couples work together. It’s about playing to our strengths without dismissing our weaknesses completely. 
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September 8, 2023
August 29, 2023

Cash isn’t ‘king’ (even if it looks that way from time to time)

Market jitters can tempt investors to focus only on the short term. But this can mean taking a gamble that won’t pay off.
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August 11, 2023
August 11, 2023

Why growth doesn’t always lead to financial wellbeing

Something that sets us Brits apart from Costa Ricans is our constant desire for growth. This desire for more is partly driven by necessity. Thanks to inflation, we always need a little growth.
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July 14, 2023
July 14, 2023

The 5 stages of the financial planning pyramid

One of the first things I do when I start working with a new client is figure out where they sit on my Financial Planning Pyramid.
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July 6, 2023
July 4, 2023

The lessons we learned from starting up a business

In this discussion between myself and Faith Liversedge, a marketing expert, we share our experiences and lessons learned from setting up our own ventures.
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July 5, 2023
June 28, 2023

Staying the course: a constant yet rewarding struggle

No matter how hard it gets, we can each achieve our financial goals. If only it were that easy... Our brains and over 400 recognised cognitive biases lead us astray. 
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July 5, 2023
April 13, 2023

Be more Shakira: Try Everything!

What do a rabbit called Judy Hopps from BunnyBurrow and the singer Shakira have in common with good financial planning? Read on.
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July 5, 2023
May 16, 2023

Thinking about your inheritance and feeling guilty?

If you’re in your 30s or 40s, you might be experiencing the weird phenomenon that is: watching your parents get old...
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