I’m normally talking about our own futures, but today I’m focusing on how technology may change the way we, as financial planners, engage with our clients. One thing is for... read more →
The immortal words of Lennon and McCartney. This was actually The Beatles’ first ever single I believe, but the words are ringing in my ears after a meeting I had... read more →
The most common phrase I hear from those who are retired is “we are so busy, we just don’t know how we managed to work before”. These words were uttered once again... read more →
In a past life, many of you may know, I was a teacher and I’m really pleased to say I have not lost my connection, or my drive, to empower... read more →
Speaking to a whole raft of people after various events in 2019 has reinforced my views that our biases influence what we hear. Of course, this is very evident in politics... read more →
Recently, I bumped into a lovely client of ours. She’d just got back from holidaying on a Greek island with some friends, and so I asked if she’d had a... read more →