The video features an insightful conversation between Chris and George Kinder, renowned for his work in life planning and financial advice. George discusses his journey from desiring a deep, meaningful life connected to art and nature, to becoming a financial planner and eventually founding the life planning movement. He emphasizes the importance of freedom in […]
Whilst we support our existing clients wherever they are on life’s journey, our experience is often the new clients start a conversation when they’ve seriously start to think about making change in their lives. However the challenge we all face when thinking about change in our lives is…it’s difficult. It’s far ‘easier’ (in the short […]
In this heartfelt and insightful interview, Ruth Sturkey shares her journey and thoughts on purpose-driven financial planning, reflecting on the importance of financial well-being and life beyond retirement. With a career spanning decades as a chartered financial planner, co-founder of The Red House, and later merging with Paradigm Norton, Ruth delves into the evolution of […]
A few months ago, a call came through to our office. It was from someone who wanted our advice who had found our information online. Our team arranged him an initial meeting and sent him through a ‘introduction pack’ which includes biographies, our values, the guarantees we provide to our clients and (the important point […]
The video features a detailed discussion between the host and guest Martha Lawton on financial well-being and navigating life changes with a focus on money management. They explore the significance of addressing both large and small changes in life and how these impact financial decisions and relationships. Martha emphasizes the importance of understanding how we […]
Last month, I had an amazing experience with new clients. They invited me to lunch, and I accepted. We talked about a number of elements important to their financial plan and after the work chat they had (very kindly) laid out a lovely lunch, which included an amazing cheese board. I love cheese. There’s always […]
The video features an enlightening conversation between Chris, the host, and Jamie Harrison from The Consistency Coach, focusing on the critical aspects of maintaining physical health, especially during life transitions. Jamie emphasizes the importance of integrating fitness into one’s lifestyle, irrespective of being in a high-pressure job or transitioning into retirement. He highlights the significance […]
Once a month we invite a number of our professional partners to our office for a bite to eat and to share insights based around a case study I write. This isn’t just an academic exercise for me. I want a good team of professional partners I know I can trust to support both my […]
The video featuring Marc Eccles focuses on navigating through significant life and career transitions. Marc, with extensive experience in both the business and music worlds, shares insights on embracing change, finding one’s purpose, and the journey from working in a job to creating a business that can operate independently. Here’s a breakdown of the key […]
As many of you are likely to already know, I have over the years, been guilty of setting myself a decent number of aspirational fitness challenges. I ran the Paris Marathon in 2017, although my relatively slow pace did mean I got a call from Cassie which included the following conversation… “Where are you again?” […]