Tag Archives: Financial Planning

Here’s the Prescription

As much as I value the unfettered access to information the internet provides, I recognise the potential harm that too much information can cause. Take, for example, a friend of mine, who was experiencing some troubling medical symptoms. Typing her symptoms into a search engine led to an evening of research and mounting consternation. By […]

Sailing with the Tides

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark […]

So, it is a hung Parliament…

As dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller. The UK has a hung Parliament, with no party holding an absolute majority. Such is the unpredictability of a parliamentary democracy. If you ask the people of the UK what they think, be prepared for […]

The hidden value of great financial planning

Delivering ‘peace of mind’ may sound a bit trite, but that is the goal, consequence and value of great financial planning.

Just as we pride ourselves in providing expert advice to our clients we also value the research and wisdom of finance academics. In his most recent publication, Tim Hale (author of Smarter Investing: Simple Decisions for Better Results) provides insightful thinking on the hidden value of great financial planning. Almost everyone worries about money, what […]