Category Archives: Uncategorized

February 2017 – 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, … Continue reading

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January 2017 – Known knowns

‚ÄúThere 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 … Continue reading

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December 2016 – Merry Christmas and a Happy New Year

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 … Continue reading

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November 2016 – Palace of Westminster

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 … Continue reading

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October 2016 – Nightmare

On 24th March 2015 Germanwings Flight 9525 was deliberately crashed by the co-pilot killing all 150 people on board. There are few of us who fly were not affected by the recordings of the screams of the passengers and the … Continue reading

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September 2016 – Autumn Equinox

Today is the Autumn Equinox (well almost) which is the time in the Northern hemisphere when the length of the day and night become equal; it is the start of Astronomical Autumn. We usually say that it occurs on the … Continue reading

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August 2016 – Providing Client Value and Service

I have spent over 25 years trying to help my clients navigate the maze of financial planning and I have always aimed to put people before profit. I have approached my business from the perspective of how much value and … Continue reading

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