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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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11 Sep The Weekend Starts Here...

Posted at 11:43h in Behaviour, Clients, Coronavirus, Financial planning, Investment, People, Value
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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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18 Oct The Weekend Starts Here....

Posted at 11:16h in Behaviour, Financial planning, Investment, Risk, Value
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The best of what I read, watched and listened to this week...

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04 Oct The Weekend Starts Here...

Posted at 10:30h in Behaviour, Clients, Financial planning, Investment, Risk, Value
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The best of what I read, watched and listened to this week...

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18 Sep The Best Thing Money Can Buy Is Financial Freedom*

Posted at 11:00h in Financial planning, Goals, Lifestyle, Money values, Value
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Something weird happened last week. My husband, Eddie, commented on the situation regarding our mortgage. ...

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28 Aug How Do You Like Your Brussels Sprouts?

Posted at 14:42h in Clients, Investment, Value
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Where's the real value? In a 'sexy' investment spiel or in having a trusted relationship backed by a financial plan to guide your investment decisions?...

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07 Aug The Money Value of Time

Posted at 12:22h in Lifestyle, Value
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You can’t manage time.  You can’t order it to stop, or go slower, or speed up.  What you can do is use your time more effectively....

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15 Mar The Weekend Starts Here....

Posted at 11:19h in Behaviour, Clients, Family, Investment, Lifestyle, Philosophy, Value
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The best of what I read, watched and listened to this week...

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15 Jan What's Actually Most Important To Our Clients?

Posted at 16:49h in Clients, Goals, Money values, People, Value
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We can all pontificate about what we think clients want and how they want to be charged for the services we provide, but the only way of determining the truth is to ask our clients. It’s THEIR opinions that matter, not ours....

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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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