Top Money Moments in 2017
It’s been another busy year in the world of personal financial planning. In this short video, I share my top...
Price inflation rises to 3.1%
Price inflation is in the news again today, with the Consumer Prices Index (CPI) measure of inflation rising to 3.1%...
Imposing fiscal constraints on spending habits
One of our clients made an interesting comment earlier this week about the benefit of a Financial Plan for imposing...
Here’s what you need to know about the autumn Budget
Following the Budget at lunchtime today, Martin has produced a free briefing note for our clients and professional contacts. Within...
Some thoughts on the interest rate rise
The decision by the Bank of England to put up interest rates on Thursday has resulted in a lot of...
Why is housing market confidence slipping away?
I was having a chat the other evening with the sales manager of a new housing development in our village....
Aggressively masculine financial services
I was interested to read an article last week reporting that women find financial services ‘aggressively masculine’. This was according...
We need to talk about inheritance
There are lots of important financial subjects that families needs to discuss. As parents get older, inheritance becomes one of...
Gender financial security gap
As a woman working in financial services, it was interesting to read a new report which examines the factors leading...
Gaynor’s story
The following interview first appeared in the September 2017 edition of Informed, our client magazine. One of the delights of...