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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
December 9, 2021

Playing to your strengths and outsourcing your weaknesses

Last month I hired a man to replace all the guttering and some lead flashing outside my house. It cost £3,176....
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April 15, 2022
February 26, 2020

How big is yours?

How big does a pension need to be? That is the question, or versions of, that I am asked most frequently. I have worked in financial services for 17 years now. What I have learnt over that time and, related specifically to retirement, are two things.
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April 15, 2022
March 9, 2021

How you can use money to teach your children independence

When I was 23 I made a terrible mistake. I roped myself into a dreadful car finance deal that cost me £5,000.
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April 15, 2022
September 10, 2019

Weekly newsletters: Waste of time?

At some point, someone in the marketing department of most investment firms will venture the following: “Well, we had better send our clients something to read, otherwise they will think we haven’t done anything all week. Make it sound important and it’ll justify our fees.”
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April 15, 2022
August 9, 2019

Investments: Are you being sold a concept?

Many investment and advisory firms have a rigid set of beliefs, often referred to as “Our Investment Principles”, or some other grandiose title. Some will claim a contrarian view point just to stand out from the crowd, others will say their modus operandi is evidence-backed.
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