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What is a plan and why do we do it?‍Put simply, planning helps to identify your goals and we do it because it provides a way of achieving them.‍But a plan also enables us to adapt. Without a plan, there’s nothing to grab onto. A little like the Titanic, which famously had 20 lifeboats that could only accommodate 1,178 people, despite the fact that there were 2,208 on board.

Many people assume they’ll achieve financial peace once they’ve saved a year-long emergency fund, paid off their mortgage, or have £1m in their stocks and shares ISA. Yet anxiety about money can occur no matter how much of it you have.

For the first time in eighteen months, I’m preparing to go on holiday with my family to a small seaside town in Wales called Tenby. In total, there will be 20 of us and it will be the first grand family outing for a long time. To say that my family and I, particularly my two boys, are excited would be an understatement.

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.

Emma is a paraplanner and the main research analyst at Barnaby Cecil. As you know, she’s also been an integral part of our success, and there wouldn’t be a Barnaby Cecil without her. But until now, she’s been much more ‘behind the scenes’. We thought it was time to put Emma into the spotlight so you can find out a bit more about her….

Want to know one of the most important factors in investing for your future? Motivation.

It’s 11 o’clock on a Monday morning and I’m reviewing one of my client’s financial plans. I’ve been working with her for many years now, helping her progress towards an end goal, which is to retire at the age of 70.

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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.