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 […]
One of the greatest parts of my job is having interesting conversations with interesting people! Conversations where I gain some insight about business and life…and hopefully share some to. This conversation is with Family business expert Raymond Holt… If you want to understand how we do this feel free to contact us to find out […]
One of the greatest parts of my job is having interesting conversations with interesting people! Conversations where I gain some insight about business and life…and hopefully share some to. This conversation is with Family business expert Raymond Holt… If you want to understand how we do this feel free to contact us to find out […]
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 […]
As we get close to the end of 2020 and start to plan what our future looks like I’m also finding myself reflecting on what 2020 means to me. I consider myself fantastically fortunate. Whilst 2020 has been a roller coaster of the year, my own personal journey through it has had both ups and […]
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 […]
Since starting my career Financial advice has changed beyond all recognition. Twenty years ago as a fresh faced newly qualified financial adviser working for a bank my job was to sell financial products to the banks customers. Now financial advice, if done right, is a completely different proposition. It’s about independence, it’s about transparency, it’s a […]
The other day I was having a conversation with a client of mine about life in their next few decades. The conversation started with a conversation about money but went a lot deeper and we spoke about living a long, healthy sustainable later life. That’s when the subject of Blue Zones came up. Now my […]
You’d expect as financial advisers and planners that many of our conversations are about money. Clearly part of our role is to keep on top of changes in the rules relating to everything from tax, to markets all the way through to the most up to date research on a wide range of financial matters. […]
Lockdown for almost all of us resulted in some sort of change. For most of us the way we work has changed. More ‘working from home’, more time spent in online meetings and more of our clients happy to work this way as this practice becomes ‘the new normal’. For a lot of us the […]