In this update: Your number Financial Independence A concept in financial planning is finding one’s number. This refers to the specific amount of money you need to have saved and invested to achieve financial independence. Financial ind...
01 February, 2026 38 LikesHappy New Year! In this month’s post we explore the key tenets of financial planning and its true purpose. In this update: Prioritizing wealth, compounding, essential behaviours. Prioritize Wealth, Not Riches Wealth is What You Don’t See...
05 January, 2026 49 LikesIn this update: Your financial planning journey Patience Your financial planning journey It’s important to remember that financial planning is not an event – it’s a journey. Your plan must evolve just as your life and e...
15 December, 2025 47 LikesWe have summarised the main points of the Budget below, along with a reminder of various changes from April 2026 that we were already aware of. PENSIONS Tax Free Cash from pensions No change. Tax Relief on Pension Contributions No chang...
27 November, 2025 22 LikesIn this update: Automatic Savings: The Only Way to Guarantee Your Financial Future It’s a simple, undeniable truth in financial planning – saving needs to be automatic, or it simply won’t happen. This isn’t a motivational cat...
01 November, 2025 47 LikesAre you using your portfolio like a bank account? In this update: Why your portfolio should not be treated like a bank account. Is your Investment Portfolio a Piggy Bank? Think Again! It’s a scenario many of us dream of – checking ...
01 October, 2025 46 LikesDon’t Fear the Peak: Why All-Time Highs are Just Stepping Stones for your Investments In this update: Don’t fear market highs. The headlines often shout about “all-time highs” in the stock market, and for some investors, this...
25 September, 2025 45 LikesIn this update: Why Delayed Gratification is Your Financial Superpower As a financial adviser, I have countless conversations with clients about their aspirations. Whether it’s buying a dream home, funding a child’s educatio...
01 August, 2025 2 LikesIn this update: Financial Clarity in a Sea of Misinformation In today’s digital age, information flows freely – a double-edged sword that offers unprecedented access to knowledge while simultaneously drowning us in a sea of misinfo...
01 July, 2025 44 LikesIn this update: Navigating the Unknown: Why Market Uncertainty is perfectly normal If you have followed these posts for a while, you’ll have noted I have addressed the fundamental reality that all investors must eventually embrace – that...
01 June, 2025 28 Likes