As I sit down to write this, I should be half-way up Kilimanjaro on day 4 of the Lemosho Route heading towards the Barranco wall (below). Instead, I’m sat with a fresh cup of coffee, in my home office after spending a lot of today juggling...

Let’s face it the thought about sitting down to discuss things such as investments and pensions is hardly something anyone of us really looks forward to and is hardly a topic of conversation with your friends. This originally started out as an article about How To...

How to Get Everything You Ever Wanted   What do you want from life? I asked some of my friends this recently and their answers were largely the same: to work less; to see the world; to retire early; to win the lottery. In reality, we may all...

Planning Your Exit Strategy We’ve all heard business owners say: “my business is my pension”.  But, how many of them have an actual plan or is it just an indefinable belief that they will be able to sell at some future point. In order to ensure that...

Intergenerational Wealth Planning As the old saying goes, the only things certain in life are death and taxes. Then, to rub salt into the wound, there’s a system in place that taxes us even further in death. Welcome, ladies and gentlemen, to the thorny issue of...

  This use to be a question I received… a lot. Not so much now, but certainly in my mid-twenties I had this same conversation a number of times with people, often in a bar, when I was meeting someone new. The conversation often went like this: Other...

You all have a medical doctor (your GP) but who is your Financial Doctor? If you indulge me in a bit of background for a few moments I will explain this. The recent blogs spoke about insurance and the need to review policies regularly. Life insurance...

They say it's unlucky for some. It was for my uncle. On Friday 13th April, aged only 61 years he suffered a heart attack which brought his life to a premature end. This photo was taken just after the funeral. I spoke about insurances in my last blog...

Yes you're right - I am a financial planner so why am I talking about pets? Bear with me on this and it will all become clear shortly! For those of you not familiar with the movie, The Secret Life of Pets is a Toy Story-esque...