Jul 26, 2017
I have often wondered what it would be like to start a brand new financial planning practice from scratch. What would the process look like if I was unencumbered by any pre-existing systems, technology or even client expectations. My good mate Andy Hart, a previous guest on the show back in Session 79, has...
Jul 19, 2017
Over my 20-year career as a financial adviser, I’ve seen lots of people involved with family businesses. Where I am in Cornwall, this is very often in agriculture or fishing, but whatever the industry, it’s fair to say there’s a unique dynamic within family businesses which can be both a blessing and a challenge....
Jul 12, 2017
Here at the end of Season Six we’ve covered a load of practical aspects of your finances and taken a good look at each. Now we need to turn the spotlight on YOU to audit your habits.
Jul 5, 2017
As we hit later life, our minds often start to turn to what happens when we’re gone. In fact it should be a part of our planning at every stage, ands today I’m going to give you the things you need to know and do to stay on top of your estate.