In this update Navigating Market Volatility Turn on the news, your chosen source of social media or a financial app and it can feel as though the world is perpetually on the brink of economic disaster. Between shifting interest rates, geopolitical te...
02 November, 2026 2 LikesThe Chancellor delivered his first Budget on 28th October 2026. Despite considerable speculation ahead of the Budget, there were no changes to the main rates of Capital Gains Tax (CGT) or the annual exempt amount, although changes were announced to s...
30 October, 2026 51 LikesWhy Good Financial Principles Matter When the World is Spinning In this update: Financial Planning principles in practice However you get your news, it wouldn’t have escaped your attention that it seems like the world is currently careening dow...
30 September, 2026 51 LikesIn this update: What causes inflation. There is no subtly in money. Inflation is, everywhere and always, a monetary phenomenon. It is not created by greedy corporations raising prices, nor by trade unions demanding higher wages, nor by supply c...
03 September, 2026 49 LikesIn this update: The impact of holding cash over the long-term. The true role of cash. The impact of inflation on cash. Creating the right balance. In times of economic uncertainty or fluctuating market conditions, it is entirely natural ...
03 July, 2026 47 LikesIn this update: Hidden in plain sight. In the world of investing, we often talk about risk as a set of numbers and we refer to these numbers using words such as volatility and standard deviation. But for most of us, risk is an......
02 June, 2026 45 LikesIn 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 45 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 Likes