As a business we’re currently growing. We’ve been lucky enough to be given a number of opportunities which provide us the chance to do so. We’re in a position where we building our support team and looking to recruit a couple of additional financial planners by the end of the year. Business Growth can bring […]
Auto Enrolment should be big news. It has the potential, over the longer term, to play a huge part in helping individuals get far closer to the lifestyle they are looking for in retirement. Medium term, as we’ve seen in the Australian ‘Super’ Model (not Elle Macpherson, but the colloquial term for the Australian ‘Superannuation’ […]
As I find myself embroiled (is that the right word?) in more Auto Enrolment work we’re finding more and more quirks in the system. I’m really enjoying helping these medium sized business owners ensure their businesses are ready for the ‘auto enrolment avalanche’ and really having the opportunity to dig deep into their businesses to […]
I’m writing this on a Sunny Sunday. Glastonbury is in full swing and we’ve just had the first week of Wimbledon. I love when Wimbledon comes around and although I’ve never been to the actual tournament I was lucky enough to have the opportunity to get to go to the olympics tennis at wimbledon last […]
Over the last few weeks, in between looking after my individual clients, managing the day to day functionality of the business and attending various events it seems that I’ve been talking (and writing) a lot about one particular subject. I’ve been talking to clients, fellow professionals (including our accountancy, hr and legal connections) and journalists. […]
Let’s start with a question…. Do you consider yourself to be a lucky person? I consider myself to be incredibly lucky. I’m pretty healthy (although probably not as fit as I should be!), have a wonderful family and have had, and continue to have, the opportunity to experience things which are really special. I’ve also […]
One of the most important lessons I’ve learned, and as a positive optimistic person something I understand the need to do but am still quite uncomfortable with, is the importance of saying ‘No’. You see I prefer to say ‘Yes’ or ‘I can help’ but have realised that in Life and especially in Business sometimes […]
Over the past couple of weeks I’ve had a few meetings with other financial planners and financial advisers about auto enrolment. The IFA’s in question are all high quality planners but tend to specialise on personal client financial planners as opposed to auto enrolment compliance. Many IFA’s have appreciated that there is a business opportunity […]
I’ve written in previous blog entries about how why it’s not wise to invest in something you don’t understand, why, when it comes to financial products, if it sounds too good to be true it probably is and why identifying the destination (your financial goals) are more important that identifying how your get there (a […]
I talked about, in my previous blog entry, about how it’s important to understand the ‘destination’ (what you are looking to achieve with your money) as opposed to focusing, as many on of us do, on the vehicle (the financial product designed to help us get there). This is part 2 of investment rules of […]