I’ve been a financial planner for some considerable time now. As many of you may know, in a previous life I was a teacher. On the face of it, a... read more →
When I was thinking about writing this blog, I thought I might have to use my words carefully regarding gender stereotypes. I then read an article in the Sunday Times... read more →
It feels like we have had enough uncertainty of late to last a lifetime, doesn’t it! Of course, it’s difficult not to get caught up in the vortex of negativity... read more →
I’m not talking about slavery in the traditional sense of the word. I’m talking about another form of slavery and it is something I come across nearly every week. This... read more →
“I’ve got it all sorted!” This was a statement from a new potential client the other day, when we were talking about their financial requirements. He only wanted advice from... read more →
These were the amusing words uttered by one of our clients the other day, having failed to ‘hook-up’ on our zoom call. For some reason, her iPad wasn’t playing ball; “I... read more →
