If you’re anything like me I can’t get enough of the Olympics at the moment. Whilst the roads and trains seem to be slightly busier than usual (which can be a bit of a pain), the fact that Team GB is performing fantastically well and the excitement that generates more than compensates for the small […]
During the reviews we conduct with out clients we always talk about the power of understanding where your money comes from (income) and, more importantly, how your money is spent (expenditure). The easiest way to do this is by consistently looking at your budget, ensuring that you keep control of your expenditure which then allows […]
I recently wrote a blog entry about my thoughts about how I believe financial education in schools should be a key part of the curriculum. You can see this blog entry here. A couple of days later I was asked by Patricia Page and the team at Brighttalk whether I would produce a video on an area of […]
It’s important to us as a business that when we work with our clients we demonstrate ‘good value’ and I’ve written on this blog before about how we are able to add value to our clients. When we work with our clients, Our priority is to help build and protect their wealth throughout our clients relationship […]
This is a guest blog written by Mark Hewitt of Trueman Brown Chartered Accountants We’ve had Euro 2012 and Wimbledon but over the next couple of weeks the biggest sporting event in the world is coming to town. As a business owner you will be aware of this, however have you taken the time to […]
I was away in Cornwall last weekend (yes, I know it’s a long way to travel from Essex to Cornwall for a weekend!) where we spent Saturday morning at Adrenaline Quarry, visited a cider farm Saturday lunchtime, and spent Saturday afternoon at the beach. We had a great day with all the activities being fantastic fun, but […]
I was recently asked to comment on the new research report from the University of East Anglia proposing a new method designed to make ‘portfolio theory more practically valuable and user friendly’. If you work within our profession the last sentence is likely to make sense. However if you’re reading this and you don’t work […]
It’s not been a particularly positive couple of weeks for many in the banking fraternity. Actually, it’s been a tough couple of years, but the last week or so have been especially difficult. Firstly the Royal Bank of Scotland had a number of technology issues after a software update. You’d assume that with an organisation […]
Yesterday I went upstairs to tuck my eldest daughter into Bed. She was busy drawing and writing in her notepad and I asked what she was doing. “Well Daddy” Charlotte said “this week is My Money Week at my school and I am designing a new bank name and Logo” She came up with some […]
As a business we tend to get approached quite often with ‘investment opportunities’ for our clients which superficially look quite attractive. I have an almost instant reaction to these message when they hit my email or linkedin inbox….I delete the message promoting these ‘opportunities’ almost immediately. Whilst you could argue that we could be depriving […]