I believe that the role we take as professional financial planners is about ensuring that we work hard to ensure we can improve the financial situation of our clients by using our knowledge and expertise. I was recently asked on Twitter to effectively “put my money where my mouth is” and show how the work […]
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 […]
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 […]
Hundreds and maybe thousands of years ago before Netflix and the internet and even Fraggle Rock there was a time when instead of being reliant on modern plumbing access to fresh water was less abundant. Instead of simply turning the tap you had to dig a well to get access to water. Now whilst I don’t […]
One of my own most important values is ‘do well and do good’. As an individual and as a business owner I believe it’s entirely possible to build a sustainable commercially successful business and be a positive force in the world. In fact some of my proudest professional moments include work we’ve done which have had […]
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 […]
One podcast I’ve been listening to is the fantastic ‘financial wellbeing’ podcast. It’s my cup of tea not just because it’s about how money interacts with your life but because it feel like all the best podcasts do you can’t help but feel in the room involved in the conversation (even if you’re hundreds of […]
As I’m sure you know we firmly believe in making sure that your money is working for so you can live the life you really want….and part of the puzzle is to make sure that we support you to make the right decisions on how you invest. When you trust us to invest your pensions, […]
It’s fair to say that Cassie, my wife and business partner, and I have different skills, attitudes, beliefs and approaches to life. However we believe we share the same values. We’re fantastically proud of our kids but also understand that we’re role models for our kids and that comes with a responsibility to live what […]
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 […]