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The recent banking crisis, which started with Silicon Valley Bank (SVP) and may not yet have run its course, has made several of our clients ask “How safe is my money?”

When choosing the right financial planner which is best? Small team or big firm?

The journey doesn't end with a world class and award winning financial plan. It's just the start.

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”.

Rich people are good with money and poor people are bad with money. That’s what some people assume, anyway....

Cast your mind back to 2002. If you had a Nokia 3310, a first generation iPod and an extensive DVD collection, you had it all.

In December 2025, I’m considering taking part in the “world’s toughest endurance race”. More on that in future blogs. But before anything could happen, I had to address a pretty major problem.

When one of my clients announced they wanted to retire at 55, my main concern was how they’d fill all their spare time once they’d left the workforce. 

2022 has been a whirlwind. After two years of having our lives turned upside down by Covid-19, it's almost a relief to go back to the usual pre-March 2020 worries.