My sister and her husband need Financial Advice. Although we’ve discussed some broad themes and I’ve helped where I can, ultimately it was right for them to see an adviser at a different firm. You see my sister lives a couple of hundred miles away and it just isn’t possible for me to provide the … Continued
This is our blog page where we hope to pass on valuable information, which could help you be better prepared when dealing with your financial arrangements. Whether we explain basic principles, debunk financial myths, or provide general tips, this page is an opportunity for us to share our thoughts which can help you make better financial decisions.
But to be clear. We’re not providing personal advice here (you have to pay for that I’m afraid!) and any arrangements that you make having read these pages are entirely your own affair.
We don’t believe in forecasting the future, and in the event that we discuss specific products, funds or assets here, our opinion should be taken as that, our opinion and not a personal recommendation to buy or sell.
One of the benefits of using an advisor is the ability to get it right from day one. No need to correct costly mistakes later. What is difficult to appreciate about paying for advice is that you can’t put a figure on the value of avoiding mistakes if you don’t end up making them. It’s … Continued
We live in a world of instant gratification. Waiting more than 2 minutes for anything these days is an injustice. And here I am asking for five. Google, Amazon, YouTube and Netflix exemplify the demands of ‘I want it now’ consumerism. It permeates everything, including financial advisory goals. Swathes of savers and investors want immediate … Continued
In literary classic The Odyssey, Homer tells the epic story of Ulysses and his ten-year journey home at the end of the Trojan War. In one of many challenges faced, Ulysses encounters beautiful Sirens singing spellbinding sweet songs, which lure passing ships to their destruction on the island’s rocks. To ensure his own ship’s safe … Continued
It’s the end of summer and many of you will have enjoyed taking some time out from the normal routine to spend it with your family and friends. Or maybe you got away somewhere sunny, worked reduced hours or generally just appreciated the more laid back approach to life and work during the summer months. … Continued
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