Charity focus...

Charity focus...

This blog is going to be a little bit different to our typical blogs. This month we wanted to focus on something that, though not directly related to financial planning, is instead about a topic we all feel strongly connected to. Because, even with the very best financial plan in place, there are always going to be unexpected events in life that we can’t plan for…

Shattering stereotypes...

Shattering stereotypes...

When people hear that I advise professionals sports people, their first thought is that I stop them from doing stupid things. I can understand this way of thinking but, having worked within this niche for the past 10 years and having been a professional footballer myself, I really try to impart that everyone is different and will see the world through their own lens.

Engage investment philosophy...

Engage investment philosophy...

I’ve wanted to write a piece about our investment philosophy for a while now. I often write about the human side of financial planning and how we work with and help our clients on a day to day basis – but this time I thought it might be useful to give some insight around the investment side of financial planning.

Perception vs projection...

Perception vs projection...

For humans, happiness is found in connections. We, as practising advisers are in the people business and the connections you make with the people all around you are going to influence how they feel. This means that we must be wholly aware of our own happiness, how we are feeling and the projection of energy we give out.

Spring 2018 investment commentary

Spring 2018 investment commentary

One big mistake investors make is to pay excessive attention to the short-term movement in share prices. The reality is that, while the prices of shares (also known as equities) do fluctuate significantly on a short-term basis, over the long term, they tend to deliver better returns than most other asset classes.

Value add...?

Value add...?

I don’t know about anyone else, but I still find it difficult to really articulate what financial planning and life planning actually are. This could be considered an issue given that this is my dedicated profession!