April 27, 2023
How a photo album (and my Mum) got me thinking
The older (and more mature) I get the more I realise that spending money on the stuff I enjoy, with the people I want to be with, makes me happier…
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February 3, 2023
I plan to be 10% less this year
If you are anything like me, you’ll have a bunch of everyday tasks you look to blast through each morning…brushing your teeth, making the bed, buttering your toast. Tasks that just seem to get in the way. Whilst I’m aware I do this, I’m just keen
February 3, 2023
People have memories, markets don’t…
After a rip-roaring year in 2021, global stocks were disappointing in 2022. No region was immune from the pain, with US, developed, and emerging markets all ending the year deep in the red. Compounding this was an equally painful fall in the value of bonds. Each asset
November 30, 2022
The penny has finally dropped – I think I know how you are feeling…
I know that the odds of crashing are very low – I know I am going to land safely. I know all this but why am I now so twitchy about flying…and what has this got do with how you might be feeling right now??
November 29, 2022
The Diary of a Trainee Financial Planner
With me not being a natural writer, I’ve done my very best to stall actually putting anything down on paper, but Jeremy tells me that time has come to start the engine…so here goes!
April 19, 2022
Am I invested In Russia?
With the continued heart-breaking footage coming out of Ukraine and with more sanctions being imposed against Vladimir Putin and his cronies I am sure you might be wondering if you have any exposure to the Russian Financial Markets.
March 8, 2022
War in Ukraine – ways you can donate
No doubt many of you have already made some kind of financial donation towards the humanitarian disaster that is unfolding in Ukraine. If you would like to do so and don't know how here are some internationally recognised bodies that are already making a real difference.
February 14, 2022
January – a turbulent month for some
For those that like to keep an eye on the market you will undoubtedly have noticed that global financial markets have had a turbulent start to the year. Having worked with most of you for many years now I am confident that you will now have
February 14, 2022
2021 – a year of recovery and awakening
Although 2021 marked a further year of uncertainty there were definite signs of a return to a more normal life following the onset of the COVID-19 pandemic in 2020. Stock markets continued to climb higher (and showed, yet again, there ain't no crystal ball when
January 31, 2020
Let’s help make the world a better place together…
As part of our drive to become a carbon neutral business, we have been researching ways in which individuals can integrate their sustainability values with their investment goals.
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