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.

Personal Finance Awards 2018/19

In company news, on the evening of November 22nd, I attended the ‘Personal Finance Awards’ with my wife Bonnie, held at the Intercontinental O2, where I was shortlisted as a finalist for the UK’s ‘Investment Planning Specialist’ of the year. The Personal Finance Society is the professional body for the financial planning community and part … Continued

The 7 Stages of Financial Enlightenment

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

Investing Isn’t Easy

When investment markets wobble, as they’re prone to do, it’s easy to be reeled in by the sense of panic that comes from the pantomime news. No one likes losses, however short-lived, but the inflammatory headlines tap in to most investors’ inner worrywart. Damage limitation decision making is nothing but a short-term approach to a … Continued

DIY Personal Finance

Earlier this month the Financial Times reported that millions of pounds of pension tax relief had been incorrectly arranged following errors made by tens of thousands of employers. This got me thinking that if some employers can’t get it right, what hope is there for anyone contemplating DIY personal finance? Why ‘do-it-yourself’ when the consequences … Continued

Want a Great Investment Outcome? Use a Ulysses Contract

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

Our Purpose

I recently travelled from London to Chicago to attend a three-day conference hosted by the investment research company Morningstar Inc. The event was rather aptly described by another attendee as ‘Lollapalooza’ for the US investment management and financial planning community. You might laugh at the tenuous link between finance and alternative rock, but to be … Continued

Book Review – The Geometry of Wealth

Writing a book that is enjoyable for others is a tough task for anyone. Write a book focussed narrowly on personal finance and you have an even tougher task. For Dr Brian Portnoy to succeed in doing so with his most recent release ‘The Geometry of Wealth’ is a significant achievement indeed. Having read more … Continued

Environmental, Social & Governance (ESG) Investing

One of the major investment management trends of recent years has been the explosion of interest in Environmental, Social & Governance (ESG) investing. Whether you’ve heard of it already or not, it’s become a legitimate consideration for company owners, their shareholders and fund investors. There is no doubt it will continue to gain momentum as … Continued

Bunker Riley Features In Morningstar Magazine

Alex Riley and Bunker Riley Financial Planning have been profiled in the current edition of Morningstar Magazine. The magazine, produced by Chicago headquartered investment research specialists Morningstar Inc, reaches 65,000 global subscribers and features independent thinking and original research for all types of finance professional including institutional investors and advisors. You can read the piece below and … Continued

My Favourite Tax Planning Tip

The tax year ends on 5th April and in keeping with the recent snowstorms, the financial press is a blizzard, not of snow, but of last minute end of tax year financial advice. However, the Sunday papers unimaginative annual ISA fund recommendations masquerade merely as promotions for their financial cohorts and I’m definitely not here … Continued

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