Help to fulfil your holiday dream
No matter whether it’s the Amalfi Coast, The Maldives or South Africa, we all have a paradise escape in mind, which we’ve dreamed of since childhood. To help you fulfil your holiday dream we have put together a simple step-by-step... Read More →
Can I really afford my bucket list?
Jessica is like many older ladies who has come to see me after a lifetime when their husband has been the one worrying about the finances in the family… but he, sadly, is no longer there to do that. It... Read More →
Financial freedom
I’ve been thinking a lot about financial freedom this week and what it means to me. The first step to working out how to achieve financial freedom is to decide what it means to you. There are different definitions of... Read More →
Mindfulness appears to be the new buzz word but what is it and how can it help us financially?
Cultivating mindfulness is learning to have a more focused mindset – a state of mind where we connect with the present moment rather than dwelling on the past or worrying about the future. Studies show that practicing mindful meditation for a... Read More →
Knowledge is power when it comes to planning your future
One of the most common concerns I hear when a new client comes to speak to me is this: “I’ve come to you because I don’t understand what all these figures and projections from my adviser mean”. The problem, invariably, is... Read More →
Getting the family business’s finance in order…
It’s a little-known fact that some two thirds of UK businesses are family owned – 4.7 million of them in total. Many of my clients come from this hard working and often unappreciated part of our economy, and they often... Read More →