News

The case for optimism

  How do you think the world works? Where do you get your information from? Our experiences probably make up 80% of how we think the world works but only…

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Reasons to be cheerful, 1, 2, 3…

  I thought I’d try something different this month, so below are links to 3x quick and easy 90-second videos explaining our reasons to be cheerful and optimistic this Christmas:…

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6x Top Tips following Jeremy Hunt’s Budget

  Jeremy Hunt’s Budget on 17 November firmly reversed nearly all the measured announced by his predecessor, Kwasi Kwarteng, barely eight weeks previously. Despite both Budgets being delivered by Conservative…

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Tax and spend – what would you do?

  Imagine the Queen makes an unprecedented political intervention. Unimpressed with both Rishi Sunak and Liz Truss, she appoints you as Prime Minister. In your opening speech as our nation’s…

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How average is the average?

  Imagine you’re stood on the bank of a river. Financial freedom is on the other side. The person next to you tells you that the river is four feet…

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Email security

  We are very mindful of the security of our client correspondence. We hear some horrible stories about clients of other financial planning firms being duped by increasingly sophisticated and…

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My 7 favourite financial books ?

  These are the 7x best (mostly) financial books I’ve read. Rich Dad, Poor Dad by Robert Kiyosaki, 1997 The most original and best financial book I’ve read. The author…

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