Jan 26, 2022
This week, as an inbetweenisode, I thought we’d spend some time getting to know my good buddy Roger - he of the dulcet Cornish tones who has joined me for the past ten weeks or so on the podcast.
Jan 19, 2022
Roger and I have been advisers for nearly 50 years between us and we’ve long since learned that when it comes to advising clients, it really isn’t the money that’s important, but the way that clients behave towards their money. Today we’re going to give you some quick wins to help yourselves make good decisions...
Jan 12, 2022
Every penny paid in costs is a penny which isn't growing for your future, so it stands to reason that we need to minimise the costs we pay. And tax is one of the biggest costs we can incur.
Jan 5, 2022
Here we are with another session of Quick Wins, this time to do with your estate planning. We want to help you make progress quickly, if this is something you've been wanting to get your head around. But even if you're thinking that you're WAY too young to be even thinking about that, there should be some stuff in here...