‘The Black Box’

01 November 2017

Many think that financial planning is all about products, the sales of, the funding of, and the outcome of.

Investment and Financial Planning...it’s personal!

12 October 2017

Years back when I did my many industry exams, some of the text books’ covers referred to ‘Personal Financial Planning’ and then the individual specialist topic, such as pensions, investment, protection and the like.

Harvest Time

02 October 2017

Many of you will know that I achieve a lot of writing, especially when I am away.

Autumn 2017 Newsletter

18 September 2017


Boomerang Budget or Statement!

15 September 2017

I went through my Twitter account (@ChaptersMoney) to see what was happening in the world, only to find The Chancellor announcing the date of his Autumn Budget on 22 November 2017.


01 September 2017

I always aim to make these blogs topical and this is on many occasions influenced by the enquiries that we receive at Chapters Financial.

What to talk about on the radio?

16 August 2017

Some of you may know that I have had the pleasure in providing some expert views across Surrey and Sussex on the radio for over a decade.

Staying the course

04 August 2017

There is much on the pages of our website advocating the good asset allocation of funds to meet your attitude to investment risk.