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In this article, I’m going to put forward the argument that investment firms, wealth managers and fund houses are actually not doing anything particularly special. That returns are generated by a simple formula and that is the relationship between two broad assets, equities and bonds.

By its very nature, financial planning is just that: planning. We can’t know what will happen, so we make sure that even if the worst should take place, you’re protected. We find out when we meet you, what your capacity for loss is, and what your lifetime goals are.

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

Money is the number one thing that couples argue about. It plays a huge role in breakups and divorce. For couples who stay together, it causes unnecessary friction that makes life harder for everyone. 

We’re delighted to have been shortlisted for two awards. In the 2021 Money Marketing Awards, we’ve found ourselves in the Next Generation Advice Firm of the Year category. Meanwhile, Emma was shortlisted for Professional Adviser Paraplanner of the Year. 

In 2017 I read a book called ‘The 100 year Life’, by Lynda Gratton and Andrew Scott. The book covers many fascinating themes, but the basic premise is that a child born 100 years ago (Captain Tom Moore, for example) had a 1% chance of living to 100. Whereas research predicts that 33% of children born today will live to be 100.

A few years ago, I got soaked in a downpour on my way to meet a client. I’d not bothered to bring an umbrella with me and arrived at the meeting bedraggled and wet...

Have you checked your portfolio recently? If so, you’re not alone if the sight of your investments’ performance ruined your day.

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.