What’s your biggest Financial Planning question?
We’re in the business of providing answers to the biggest Financial Planning question for each client. When clients work with...
Understand needs and wants
What is the difference between a need and a want? At a recent conference run by Distribution Technology, a senior...
Green Tuesday should replace Blue Monday
This week, we experienced the so-called Blue Monday; a day when, having got over the festivities of Christmas and the...
Meet Your Future Self!
If you were to meet your future self, would you recognise him or her? Would you care about them? Would...
How to Choose a Financial Planner
I fully accept that I’m going to be a little biased here. After all, I’m a Financial Planner, and I...
Which Mistake Would You Rather Make?
In his book, Boombustology, Vikram Mansharamani sets out how you might be able to identify that an investment bubble is...
Income Replacement Rule of Thumb
The received wisdom in financial planning is that you should make sure that your income in retirement is more than...
Moving to Petersfield
When we opened our new office, it coincided with Ron and Lyn selling their home in Midhurst and moving to...
Your Mental Time Horizon and Why It’s Important
Before you read any further, imagine a day in the future. Don’t think much about it, make a note of...
Seven Levels of Financial Independence
The concept of financial independence is closely associated with retirement; after all, if you aren’t financially independent, you probably won’t...