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January 14, 2021
January 13, 2021

Helping people left behind by financial planning

Having a financial planner by your side is an incredible asset. It can give you freedom, choice, security and confidence. It can open new doors, create new beginnings and remove stress.
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January 14, 2021
December 20, 2020

The trouble with Bitcoin

A national lockdown. A decimated job market and the deepest recession since records began...do you feel the journey to financial freedom has just got a lot harder? There’s no beating around the bush. We are living through an exceptional period. But don’t let the pandemic discourage you from achieving your goals.
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December 10, 2020
December 10, 2020

Zooming into 2021

I’m sure you’re familiar with the Benjamin Franklin quote: “In this world nothing can be said to be certain, except death and taxes.” But what about change? If this year has taught us anything it’s that change just as certain.
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November 10, 2020
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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November 28, 2020
November 3, 2020

I’m in my 20s. Why do I need a financial planner?

You’re 27. You’ve made a substantial amount of money. And now you’re unsure of how to make the most of it.
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October 28, 2020
October 12, 2020

Can we become blinded by our goals?

It’s the weekend and I’m preparing a roast dinner for my family. Outside it’s cold, wet, windy and a little dark. On the table is a bottle of wine. And in the background, I have the radio on. Could there be anything more British?
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October 28, 2020
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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September 1, 2020
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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September 1, 2020
July 8, 2020

What does it take to provide a first class service?

I love the term ‘world class.’ Immediately I think of sporting superstars like Messi, Federer and McIlroy who all light up the world stage with unbeatable performances, each demonstrating exactly why they’re the cream of the crop.
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