Financial Advisers – The Common Misconceptions

Woman enjoying flowers

To be honest, I’ve discussed this topic before in my Financial Advisers and Financial Planners – What’s the Difference piece (you can access here) but it never ceases to amaze me how people just assume they really know all about what I do.  Most of them (the vast majority) get it so wrong and while…

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Could You Have Hidden NS&I Premium Bonds?

British Pound

Recently, I’ve been working on an interesting project on National Savings and Premium Bonds.  I think it’s a great way for people to invest money.  Bond numbers can come up time and again, so once your numbers have been drawn, they don’t become obsolete, they go back into the draw again.  They’re tax efficient too…

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The Value of Listening

Large Ears Listening on Elhers Deer

I often talk about values and that’s because to me, they’re enormously important.  Everyone has values, if you don’t know what yours are, why not create your list? Once you’re in the flow, you’ll find you continue to add things to it!  One very important value to me is listening and I’ll tell you why…

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The Interface Philosophy Formula

Philosophy Statue - The Thinker

If you’ve read my blogs, listened to my podcasts, seen my videos or spent some time perusing the information on my website, you might have guessed that I’m quite a philosophical person.  If this is your first experience reading one of my blogs, then do read the others!  I believe they’re quite good fun –…

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Has Brexit Affected Your Financial Advice?

figurine of a man on a map

I’ve just been in a conversation with Alan about Brexit and how it has affected his ability to help his clients living outside of the UK and in the EU. Here’s what he had to say about it. If you’re a British national and live outside the UK and you’re worried about how Brexit will…

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Has the Pandemic Affected Your Mental Health?

Two people holding hands

Even before COVID-19, mental health was regularly in the news and without doubt, there’s previously been plenty of focus on “talking”, with adverts on TV to “Get Britain Talking” but actually, I feel it’s been neglected somewhat of late.  The pandemic has exacerbated feelings of loneliness, people feel there’s no enjoyment in life and not…

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Getting Excited about Funeral Planning

Woman planning her funeral

Funerals – not the happiest topic and neither is it one that you’re likely to get excited about, but actually, you can get a little “excited” about funeral planning and anyway, a catchy title means you probably clicked on it!  The FCA Is Regulating Funeral Plans There’s definitely one good reason to get excited about…

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The Future of Working

remote worker at home

I know I’ve talked about virtual meetings and remote working before but as it seems it’s here to stay, I thought I’d delve deeper.  I believe that remote working has so many advantages, as I’ve mentioned in other posts. One of the biggest one for me, is that I can see clients all over the…

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