Resources

Resources

living life on purpose

Living Life on Purpose

Living Life on Purpose – what does that mean to you? This is about your reason for getting up in the morning. What sparks you to have a spring in your step? It’s easy for us to focus on money and what that delivers for us. But the excitement of buying more “things” soon wears

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holiday of a lifetime

Holiday of a Lifetime – When and How should you take it?

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

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thinking about life transitions

Thinking about Life Transitions

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

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independent school education

Independent School Education – What to Consider

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

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measuring your wellbeing

How are you measuring your wellbeing?

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.

Read More »
financial adviser or financial life planner?

Financial Adviser or Financial Life Planner?

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

Read More »
living life on purpose

Living Life on Purpose

Living Life on Purpose – what does that mean to you? This is about your reason for getting up in the morning. What sparks you to have a spring in your step? It’s easy for us to focus on money and what that delivers for us. But the excitement of buying more “things” soon wears

Read More »
holiday of a lifetime

Holiday of a Lifetime – When and How should you take it?

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

Read More »
thinking about life transitions

Thinking about Life Transitions

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

Read More »
independent school education

Independent School Education – What to Consider

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

Read More »
measuring your wellbeing

How are you measuring your wellbeing?

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.

Read More »
financial adviser or financial life planner?

Financial Adviser or Financial Life Planner?

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

Read More »
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need-help-with-estate-planning
need-help-with-estate-planning

Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?

Maybe you need some support with handling probate? Or you have a loved one faced with long term care?

We can help.

need-help-with-your-finances
need-help-with-your-finances

Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.