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19 Jun Who Can I Help?

Posted at 14:30h in Behaviour, Clients, Engagement, Money values, People
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In early December 1999 I had one of those experiences in my career which I knew I was never going to forget. My first appointment that day was with a woman whose husband had recently committed suicide...

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04 May The weekend starts here...

Posted at 14:00h in Behaviour, Financial planning, Investment, Money values
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Human nature; the value of time; the difference the right financial adviser can make; signal v noise; choose your friends carefully; Planning 101; the cost of waiting and how not to invest like a billionaire. The best of what I read this week...

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27 Mar It's not hard to make decisions when you know what your values are

Posted at 14:42h in Goals, Money values
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One of our mantras here at Bloomsbury is ‘It’s not about the money’.  People seem to assume that financial planning IS all about money but the money is just one of the means to get you to where you want to be....

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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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