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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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24 Apr I'll tell you what she wants, what she really, really wants

Posted at 14:42h in Clients, Engagement, Financial planning, People
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What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she...

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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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