Dreaming of your holiday of a lifetime? What if you were planning it, instead of wondering if that dream was ever going to come true? That is possible, so let’s talk about that a bit more. After all, who doesn’t want to think about something exciting in dreary January? A holiday of a lifetime can

How much time do you spend thinking about your life transitions? Those events you anticipate happening in the next few years of your life? As we reach the end of the year, and have some down time over the festive period, it is often a time of reflection. We have chance to think about our

Your children’s education is one of the biggest ways you can shape their lives. And it’s the reason why many people choose to invest in an independent school education, rather than their home, or themselves. Many clients ask me to prepare a cashflow forecast to see if they can afford a private education. But there

Today, I want to ask you – how are you measuring your wellbeing? With the enormous stresses of the pandemic, mental health and wellbeing are now being talk about more often. But how do you know if you are OK? When somebody asks how you are, it is easy to respond that you are fine.

Do you need a financial adviser or a financial life planner? That’s a good question. I believe you need both, and here’s why… A financial adviser is a qualified professional, with the skills and expertise to help you manage your finances. A good adviser will keep track of how your investments are performing – ensuring

As you know I am a big fan of encouraging you to live your best life right now. Whilst you need to ensure you remain comfortable, I don’t want you to spend your whole life focusing on your retirement. So, when it comes to estate planning, how does that balance with living your best life