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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It’s Never About The Money!

balance and support stones

You might think that’s a strange title for someone involved in the financial world! However, this week, that’s what Alan wanted to talk about. As you know, Alan offers financial planning that encompasses life planning. Within that there’s always financial advice but for him, it’s not about the money he makes. It’s about making a…

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April 2017 – Why we are here

At the top

Our new financial year starts on the first of April and like all new years it is good to plan forward as well as to reflect back on what has been achieved. However, it always brings with it a number of reporting requirements which are hardly the most uplifting of activities. Instead of procrastinating I…

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March 2017 – Giving you more control

Technology and control

“Things that took 8 hours, 40 years ago, can now be done in two – so why are we still working an 8-hour day?” A client said this to me recently and it got me thinking: In order to be successful and sustainable, businesses constantly have to improve efficiencies so that they can be competitive…

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February 2017 – Making a Difference

Life planner making a difference

To laugh often and much, To win the respect of intelligent people, and the affection of children, To earn the appreciation of honest critics, and endure the betrayal of false friends, To appreciate beauty, To find the best in others, To leave the world a bit better, whether by a healthy child, a garden patch,…

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January 2017 – Known knowns

Known advice

“There are known knowns. There are things we know that we know. There are known unknowns. That is to say, there are things that we now know we don’t know. But there are also unknown unknowns. There are things we do not know we don’t know.” Donald Rumsfeld US Secretary of State for Defence February…

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December 2016 – Merry Christmas and a Happy New Year

Christmas Tree

I hope that you have a relaxing break and share some good company over the next week or so. As we look back over the news of 2016 there is certainly a lot to think about and I expect 2017 to be just as ‘interesting’. I received a newsletter from another IFA company a couple…

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November 2016 – Palace of Westminster

London UK

On Thursday 22nd October I was invited to take part in a discussion group at The Palace of Westminster to discuss providing financial advice and education to young people and the financially challenged. The meeting was presided by the Right Honourable Jonathan Edwards who was introduced as part of the Brexit Unit, fortunately for him…

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