We believe that as part of helping you to identify the life you want to lead, it makes sense to think far beyond the traditional boundaries that might have existed. Yes your financial plan should include goals such as when you want to retire, where you want to live and how you will transfer money effectively to your loved ones. Each of these takes careful planning and sound investment of your resources. But we believe wise investment goes far beyond investing in funds, shares and other assets. You cannot only invest in financial assets, as the most important investment is in yourself.

As part of our financial planning conversations with you, we always bring the attention around to subjects that are not easy to think about – a serious illness or death visiting a family member or indeed yourself. We all naturally don’t want to spend too long thinking about this, but unfortunately for us to do our job properly it’s a subject that we simply must contemplate.

A key financial decision people struggle to make is how to allocate savings for multiple financial goals. 

Don't let fear, obligation, or guilt control your decisions about money.

Money is the primary cause of stress for one in five people, but could that change?

A great piece about how investors' own behaviours really damage their financial plans. 

Life expectancy would grow by leaps and bounds if green vegetables smelled as good as bacon.

"The two most powerful warriors are patience and time", wrote Russian author Leo Tolstoy.