As professional financial planners we know we are both in a position of responsibility and a position of trust. It’s not easy having deep conversations with people about your hopes, dreams, aspirations, future goals and (particularly in the UK) the often difficult conversation we would benefit from having but don’t. The money conversation. In the […]
There’s no denying that whilst being a chartered financial adviser certainly isn’t the only factor you should consider when working with a financial adviser or planner, it does show you one thing. A chartered adviser has worked hard to achieve what is considered in the UK to be the ‘gold standard’ of technical excellence. As […]
I appreciate that paid financial professional advice isn’t right for everyone. There is a challenge with getting affordable financial advice in the UK, particularly when we all need a helping hand with our money at various stages of our life. The good news is, that if you’re in the UK, there are options. In this […]
Let’s be frank. Not everyone needs a financial planner. If you’re early on in your wealth building journey and your saving and investing needs are relatively simple it may be the case that you should consider some of the do it yourself investing options out there. This article is to highlight some of the self […]
The reality is not everyone needs professional fee based financial advice. We know that for the clients who choose to work with us, the advice we provide is super valuable. However, we’ve also said no to plenty of clients in the past year where they’ve spoken to us about taking them on as clients and […]
If you’re running a business, it’s likely you employ an accountant. I certainly wouldn’t run my business without the support of an accountant. I believe that having a decent accountant on your ‘team’ is vital. We do however, on occasion, get asked whether business owners need an accountant AND a financial planner. The answer, as […]
One of the things that frustrates me most is when we hear about people having a rough time because of receiving bad financial advice. This can come in a variety of ways, however what I want to do in this article (and the attached video) is to talk about what you can do if this […]
When you’re doing your research on finding the right adviser for you, it’s worth checking out some of the brilliant research tools available to find the right adviser. However before we look at the comparison tools available there’s three points to make… Firstly, be aware of the biases of certain comparison tools. It’s important to […]
I’m on a mission. A mission to ensure that if you’re looking for a financial adviser or planner, you’re equipped with all the facts you need to make the right choice. However, let’s start this mission with probably the biggest “elephant in the room” when it comes to looking for financial advice. How much does […]
One of the habits I’ve adopted in 2022 is to read one page of the same book every day for the entire year. That book is The Daily Stoic by Ryan Holiday. There’s two things I really enjoy about reading this book. First it’s the practice of simply reading one page a day and contemplating that particular page. […]