Financial
Insights

Featured image for “10 Tips on improving your financial wellbeing”
Every so often I come across a new client who is searching for the magic elixir of finance – the quick fix to all their financial woes. What they are really seeking is a quick and easy way to make more money without taking risk or putting in time. A
January 12, 2019
 / 
Featured image for “Can I trust you? The Financial Adviser”
Occasionally I am asked “How do I know that I can trust you?” The posing of the question is not unreasonable. They may be about to hand over the advice on their investment, pension, life assurance and financing to someone that was, up to a day or two previous, a total
November 2, 2018
 / 
Featured image for “So what do you do? Financial Planning is..”
Were you ever at some event or other which didn’t involve people who worked in your industry and you get asked by people who never met you before: “Well, what do you do?”. As a Financial Planner this question may lead to a number of raised eyebrows when I respond.
July 17, 2018
 /