A quick story:

A couple of months ago a coach I like and respect (a massive shout out to Jacqueline!) got in touch.   “I’ve mentoring this young man” she said “Who has had some challenges but is in the last year of an accountancy and finance degree…”   “He’s thinking that financial planning is a career he’s […]

Convenience, adding value and why working with a highly qualified financial planner makes financial planning less daunting

Financial planning can be daunting. It can be time consuming. Engaging a financial planning, like me, comes with a price – which could be perceived as high. Yet, staying in your Comfort Zone where a settled method of working feels safe and requires little effort can yield only barely acceptable results. This may come with […]

“Our clients pin our contact details to their wall so that they never worry about their finances again” – how we add value”

We act as Trusted Counsel to our clients. The Oxford English Dictionary defines Trust as ‘a firm belief in the reliability, trust, or ability of someone or something’ and counsel as ‘advice, especially that is given formally’. Clients rely on and trust our financial acumen and integrity to formally advise them to help improve their […]

A clear and certain man and a lovely breakfast invitation for all business owners aiming to get some clarity

The man had clarity and certainty in his voice… “Chris, when I retire I’m going to have all the money I need by selling my business!” It was a sentence said with such clarity and certainty from a man of clear intelligence who had clearly been successful in his field I almost didn’t question the […]

The top 5 financial mistakes you should avoid – Investments don’t need to be exciting 

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… However to start with we’re going to tell […]