The long game

01 January 2018

To me, there is something comforting about maintaining a financial planning service which is aimed at a long term relationship with clients. Why?




Budget 2017 - A rock & a hard place

22 November 2017

We have recently written a blog about 2017 being a turning point in the economy, with the recent years of very low interest rates and inflation rates possibly becoming a thing of the past.



‘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

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