21/06/18Financial advice price and value
21/06/18Financial advice price and value How do you put a price on the ability to retire early? Or being able to sleep well at night because you have no concerns about your money?…
Financial news
06/07/18Economic Review June 2018
06/07/18Economic Review June 2018 Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of…
08/08/19Celebrating the financial power of women
08/08/19Celebrating the financial power of women Last year we celebrated the the 90th anniversary of ‘votes for women’. Society has come a long way during this time in terms…
25/02/19Named as one of the UK’s Top Rated Financial Advisers
25/02/19Named as one of the UK’s Top Rated Financial Advisers I had a nice surprise this weekend when a supplement featuring the UK’s Top Rated Advisers arrived with my copy…
08/11/18Economic review October 2018
08/11/18Economic review October 2018 Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of…
02/03/20March 2020 Investment & Economic Update
02/03/20March 2020 Investment & Economic Update In our latest monthly investment update for March 2020, we take a look at how the global investment markets, economy and…
11/04/18Passing pensions to the wrong person
11/04/18Passing pensions to the wrong person Did you know that more than 750,000 people approaching retirement risk passing their pensions to the wrong person when they die? We…
01/11/19November 2019 Investment & Economic Update
01/11/19November 2019 Investment & Economic Update In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy and…
17/06/19Three years in business
17/06/19Three years in business While sitting by the pool in Seville, I reflect on three years in business. My drive for leaving a great job and financial security, to start a new…
04/04/18It’s time to make money equal
04/04/18It’s time to make money equal Did you know that the media speaks differently to men and women when it comes to money? As a female Financial Planner, I was pleased to see…