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07 Jan New Year 2022

Posted at 09:07h in Behaviour, Financial planning, Goals
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It’s that time of year again that inspires us to try to stick to some New Year’s resolutions, whether they be lifestyle, diet, fitness or finance-related...

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03 Dec Six tips for volatile markets

Posted at 08:14h in Behaviour, Education, Financial planning, Investment
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Given the current and fluid Covid situation in the UK, Europe and the rest of the world, you may be worried that we are facing more stock market volatility in the coming months and years. ...

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19 Nov A successful investment experience

Posted at 14:00h in Education, Financial planning, Investment
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Like a lot of things since the internet and search engines arrived, the problem is not finding the information but working out what is relevant, doable and that actually works for you. ...

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05 Nov What do the government’s new plans for health and social care mean for you?

Posted at 11:23h in Financial planning
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The UK government recently announced its plans for changing the basis of funding long term care provision. How does the announcement affect you, whether as a taxpayer or a recipient of care?...

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17 Jun The Weekend Starts Here.....

Posted at 15:23h in Behaviour, Coronavirus, Financial planning, Goals, Happiness, Investment
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We recently binge-watched ‘Mare of Easttown’.  One of the best things I’ve watched all year, so if you haven’t seen it yet I’d highly recommend it.  I thought it was just me, but no, many others were left with the burning question ‘When, exactly, did...

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27 May The Weekend Starts Here....

Posted at 14:28h in Behaviour, Clients, Coronavirus, Financial planning, Investment
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The best of what I read, watched and listened to this week...

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06 May The Weekend Starts Here....

Posted at 14:37h in Behaviour, Clients, Financial planning, Goals, Investment, People, Risk
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The best of what I read, watched and listened to this week....

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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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15 Apr The Weekend Starts Here....

Posted at 14:58h in Behaviour, Coronavirus, Financial planning, Happiness, Investment, Money values
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The best of what I read, watched and listened to this week...

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08 Apr The Weekend Starts Here....

Posted at 11:48h in Clients, Coronavirus, Financial planning, Investment, Lifestyle, Productivity, Risk
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The best of what I read, watched and listened to this week...

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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.