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14 Aug The Weekend Starts Here....

Posted at 15:51h in Behaviour, Clients, Coronavirus, 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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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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05 Jun The Weekend Starts Here...

Posted at 14:18h in Books, Coronavirus, Financial planning, Goals, Investment
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The best of what I read, watched and listened to this week...

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17 Mar It's Never Just About The Money

Posted at 09:03h in Behaviour, Clients, Goals, People, Value
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I was in the office recently and had a fascinating meeting with one of my favourite clients (fellow Liverpool FC supporter 😊)....

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13 Mar The Weekend Starts Here....

Posted at 10:54h in Behaviour, Books, Clients, Financial planning, Goals, Investment, Risk
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The best of what I read, watched and listened to this week...

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07 Feb The Weekend Starts Here...

Posted at 12:28h in Behaviour, Financial planning, Goals, Investment, Risk
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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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22 Nov The Weekend Starts Here....

Posted at 10:00h in Behaviour, Financial planning, Goals, Investment, Lifestyle, Money values
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The best of what I read, watched and listened to this week...

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06 Nov If Not Now, When?

Posted at 14:44h in Clients, Financial planning, Goals
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One of the biggest lessons I have learned from our clients is to live life to the full because you never know what the future holds. ...

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20 Sep The Weekend Starts Here...

Posted at 12:00h in Behaviour, Clients, Family, Financial planning, Goals, Investment, Lifestyle, Money values, 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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