Insights

Insights

  • Kilimanjaro and bucket lists

    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 between phone and [...]

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    Published On: July 22, 2020
  • Coronavirus Impact On The Global Economy

    Read our Coronavirus Impact On The Global Economy Guide

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    Published On: May 28, 2020
  • What Covid-19 has taught me about my money

    As I struggle to think of the right adjective for the last couple of weeks I have settled on “interesting”. I, like many, have found myself spending all of my time at home.  I had 2 weeks of self-isolation when the lock-down occurred as my children were showing symptoms [...]

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    Published On: May 16, 2020
  • Why on earth do I need a financial planner?

    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 Become a Millionaire.  [...]

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    Published On: April 30, 2020
  • Coronavirus insurance, pension and investment scams warning

    One of the unfortunate consequences of the coronavirus pandemic is a rise in scammers. During challenging times, scammers seek to take advantage of the uncertainty to con people out of their hard-earned money. Now, industry trade body the Association of British Insurers (ABI) is warning people to be on [...]

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    Published On: April 27, 2020
  • Do you find investments confusing

    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 [...]

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    Published On: November 7, 2019
  • How to Get Everything You Ever Wanted

    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 want different [...]

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    Published On: August 23, 2019
  • Planning Your Exit Strategy

    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 your exit [...]

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    Published On: August 23, 2019
  • Intergenerational Wealth Planning

    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 inheritance tax. What [...]

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    Published On: July 17, 2019
  • 2019 UK’s Top Rated Financial Advisers

    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 4.5% of [...]

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    Published On: February 28, 2019
  • How to become a millionaire

    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 person: "So [...]

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    Published On: October 16, 2018
  • The truth about money

    The truth about money is going to surprise you. It will probably be more of a surprise based on the fact I'm a financial adviser. The thing is, I can't really cover The Truth About Money in just one blog. Therefore, I plan to discuss the elements about the [...]

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    Published On: September 12, 2018