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30 Apr The Weekend Starts Here....

Posted at 14:12h in Behaviour, Business, Clients, Coronavirus, Education, Family, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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06 Apr Taking Your Foot Off The Brake

Posted at 11:41h in Clients, Family, Financial planning, Goals, Happiness, Lifestyle, People
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Central to the work we do with our clients is their lifetime cashflow.  Working collaboratively with them to create the cashflow, this incorporates all known, planned inflows and outflows throughout their lives.  ...

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01 Apr The Weekend Starts Here.....

Posted at 15:35h in Behaviour, Books, Clients, Evidence-based investing, Family, Financial planning, Goals, Happiness, Investment, Money values, Value
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The best of what I read, watched and listened to this week...

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05 Nov The Weekend Starts Here...

Posted at 17:44h in Family, Financial planning, Happiness, Investment, Lifestyle, People
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The best of what I read, watched and listened to this week...

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15 Oct The Weekend Starts Here....

Posted at 17:32h in Books, Clients, Coronavirus, Family, Financial planning, Goals, Happiness, Lifestyle, Money values, People
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The best of what I read, watched and listened to this week...

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19 Jun The Weekend Starts Here...

Posted at 13:47h in Behaviour, Clients, Coronavirus, Education, Family, Financial planning, Goals, Happiness, Investment
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The best of what I read, watched and listened to this week...

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21 Feb The Weekend Starts Here...

Posted at 10:00h in Behaviour, Clients, Family, Financial planning, Investment, Leadership, Lifestyle, People
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The best of what I read, watched and listened to this week...

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29 Jan Put Your Own Oxygen Mask On First

Posted at 10:00h in Clients, Family, Financial planning, Goals
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As much as we might want to help those around us, we need to ensure our own financial future is secure first....

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17 Jan The Weekend Starts Here....

Posted at 11:44h in Behaviour, Family, Financial planning, Investment, Leadership, Philosophy, Risk
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The best of what I read, watched and listened to this week...

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08 Jan Charts Of The Decade (UK Style)

Posted at 10:42h in Family
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I’ve seen a lot of US-centric ‘Charts of the Decade’ posts doing the rounds on the internet. I thought I’d add a UK perspective to the mix....

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Mild mannered financial planner by day, crusading Financial Bodyguard by night.  Dispensing pearls of personal finance wisdom, one day at a time.

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Full Disclosure: Nothing on this site should ever be considered to be advice, research, or an invitation to buy or sell any securities or investment product. Please see my Legal Disclosures page for a full disclaimer.