My journey into financial services generally and financial planning more specifically was purely accidental. I was 19 and I’d just proved that the world of recruitment wasn’t for me. This was for two main reasons… Firstly I not very good at recruiting staff for the employers who worked with us.. and Secondly I was even […]
Recently at Cervello we decided to produce a number of short videos explaining a little about what we do as a business. They’ll be short, hopefully sweet but will give you small bite sized tips on what you need to do to manage your money more efficiently… If you want to understand how we do […]
In the past few decades we’ve made significant jumps forward in so many aspects and areas of our lives. We’re generally healthier and live longer than previous generations. We’ve never been more connected. We’ve got access to amazing amounts of knowledge. Prior to the pandemic we had the ability to travel the globe with ease […]
Recently at Cervello we decided to produce a number of short videos explaining a little about what we do as a business. They’ll be short, hopefully sweet but will give you small bite sized tips on what you need to do to manage your money more efficiently… If you want to understand how we do […]
I’d been reading the paper when something piqued my interest. It was just a snippet on page five sandwiched between an article on Brexit, a cryptic crossword and a collection of ‘famous birthdays. The snippet was a list. The list contained the subject’s adults wished they’d been taught at school but hadn’t. Top of that […]
One of the most personally and professionally disappointing things about the current situation, although it’s clearly the right thing to do for all concerned (Thank you for staying at home!), is the fact that I’m missing the opportunity to get some of my favourite professionals together at our offices at one of our inner circle […]
Recently at Cervello we decided to produce a number of short videos explaining a little about what we do as a business. They’ll be short, hopefully sweet but will give you small bite sized tips on what you need to do to manage your money more efficiently… If you want to understand how we do […]
Chris talks about the ‘5 of the key considerations when looking at your financial affairs at a time of crisis’….these will be:- 1) Understand that ‘this too shall pass’….economic downturns happen every 10 years and it’s important that in times where it seems emotionally and economic scary we’ve been through period of history which felt […]
I recently had a meeting with a new prospective client. They had recently received some money from the sale of a property and wanted to know where to invest the funds. We discussed their financial affairs, income and expenditure, assets and liabilities, attitude to risk, and hopes, aspirations and dreams and left to give some thought […]
Last Tuesday I’m sitting in my office. The sun is shining outside and is both warming and illuminating the room in which I’m sat. Spring seems to have truly arrived. Normally Spring arrives and the world seems to be a happier place. It’s interesting how days which are a little longer and a climate which […]