I can understand why people are cynical about the Olympics. It’s costing us quite a lot of money (but 476 million below the 9.3 billion, yes billion, pound budget), if you live or work around London it’s going to be an absolute nightmare to travel from A to B, and if you’re not into sport […]
Last night I attended an event run by the team at Richard House Children’s hospice. If you read this Blog regularly you may have read an entry I’ve written before about the fantastic work they do helping young people with life threatening conditions or complex healthcare needs. The evening involved a nice meal, an auction […]
Yesterday, I was conducted one of our regular reviews with one of our existing clients. He mentioned to me that he’d recommended me to one of his colleagues and asked me to get in touch with him. As our business has been built on the basis of referrals from professionals, connections and existing clients I’m […]
During the summer months I tend to conduct the lions share of my existing client reviews. As a business we don’t tend to take on new clients without providing them with the promise of an ongoing service and therefore as our business has grown, our summer months have been getting busier and busier year on […]
I’ve been prompted to write this Blog by a recent post on whether the future of mass market financial advice is moving online written by fellow financial planner Pete Matthew. Pete’s responsible for the brilliant website – Meaningful Money. If you haven’t seen the incredibly informative videos on this site, they are well worth taking a […]
Written for the GAAP Web Blog A recent survey by the Financial times highlighted the fact that over the next two months Canary Wharf will overtake the city of London as the biggest employer of bankers in Europe. This is as a result of JP Morgan migrating many of their square mile sites to their […]
This week, my wife, Cassie was at home with my baby daughter, Sophie. The phone rang and Cassie answered it. It was a cold caller selling double glazing and started their pitch offering us a “free energy efficiency survey” and a “No Obligation Review of your current windows and doors”. Cassie was pleasant, but direct […]
I love what I do for many reasons. However one of the key areas I love about my job is the fact that I get to meet so many interesting people. Most of the individuals I personally work with are business owners who on the whole are intelligent, motivated and capable individuals who work incredibly […]
Today my youngest daughter, Sophie, is 6 months old. I’ve loved having a baby in the house after 8 years and whilst there has been challenging times (I know Cassie would probably rightly say for her more than me), I’ve loved (almost) every second of it. At 6 months she’s developing her own little personality […]
A recent study from Scottish Widows highlighted the fact that an increasing number of us between the ages of 30 and their retirement age do not save anything for their retirement (up to 22% from 20% last year). I commented in a recent article confirming my belief that as a profession we have an obligation to […]