In this update: AI and Financial Services. In 1999 it seemed that some fell in love with the ‘clumsily charming’ independent bookshop owner in Notting Hill. But as Hugh Grant was winning hearts on the silver screen, a much larger f...
01 May, 2026 44 LikesIn this update: Portfolio rebalancing – Why it matters even when nothing else has changed. It’s a common misconception in financial planning – if your life hasn’t changed — no new job, no house purchase, no sudden inheritance — you...
07 April, 2026 43 LikesIn this update: Market corrections – what are they and what should I do about them? When one is invested into the world’s stock markets, a common emotion isn’t the anticipation of a forthcoming market crash, rather it’s the fear of...
10 March, 2026 42 LikesIn this update: Navigating the Unpredictable The part that luck and risk play in financial planning As regular readers of these posts will note, I often outline strategies built on sound principles, careful analysis, and a long-term vision. Th...
01 March, 2026 41 LikesIn 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 39 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 Likes