Grace Groner1 was a hundred years old when she died leaving an estate of seven million dollars. A humble secretary, she never married and lived modestly, investing some of her income into the stock... read more
Can't watch the video today? Read the blog below!
Let's discuss the common problem of talking about money and the communication difficulties this creates between men and women. Lots... read more
Sassy, hard working, thirty and living in Manchester Thea, my brilliant daughter, is doing very well in IT Recruitment. So well in fact that she pays a lot of income tax and has ‘spare’... read more
When was the last time you sat down and methodically went through your finances? Do you know what you are worth? What you owe? How much tax you pay? Do you know how much your pension is worth? Do y... read more
Yes. They are completely different.
Financial advice is about recommending a course of action, usually investing in a financial product such as an ISA, a pension plan or a life assurance p... read more
I love being a grandparent. The joy of children without the 24/7 responsibility of being a parent. Or as one of my clients so eloquently put it, “You can hand them back at the end of the day.... read more
Most people don't, alas.
There are three big life changes when people usually think about speaking to a financial professional:
1. When they need a mortgage to buy a house
2. When they... read more