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Do you find investments confusing? This short video will help to explain how the stock market works.     • Please note that the value of investments can go up and down so you may get back less than you invested • This video content is for general information only...

07 November, 2019 /

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...

23 August, 2019 /

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...

23 August, 2019 /

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...

17 July, 2019 /

I am absolutely delighted and humbled to have appeared in VouchedFor’s 2019 Guide to the UK’s Top Rated Financial Advisers which was distributed in The Times on Saturday 23rd February. Only 1,171 financial and mortgage advisers qualified for this recognition. To put this in perspective this represents...

28 February, 2019 /

  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...

16 October, 2018 /