When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority. But for business owners, they also need to ensure they protect their firm in the event of something happening to them. If you haven’t already taken steps to name a Business Lasting Power [...]

Everyone has at some point daydreamed about what they’d do if they suddenly came into a large amount of money. But what would you do if it really happened? Whether it’s enough money to buy a new car or a gold-plated yacht, if you receive an unexpected windfall you [...]

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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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 [...]

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.  [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]