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Jun 2, 20214 min read
Action Bias- what is it and why should you care?
One of the reasons investing can be challenging is because humans are quite emotional thinkers. In investing, you need to walk that fine...
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May 17, 20213 min read
The importance of regular investing
We often pour lots of effort into thinking about financial decisions. Whilst coming up with a complicated and convoluted plan might feel...
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Apr 28, 20218 min read
10 reasons your 50's could be your most important decade!
I’m privileged to help a number of clients who have been successful in their careers and/or growing their wealth. Your 50's can often be...
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Apr 23, 20213 min read
Avoid these 3 mistakes when putting family wealth to work
There are lots of things to think about when investing your family's wealth. In my experience, it’s all too easy to get bogged down in...
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Apr 7, 20210 min read
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Mar 23, 20215 min read
4 things every CEO & Senior Leader should think about when growing wealth
As a CEO or senior leader in an organisation, you usually have a lot on your plate. That comes with the territory and in my experience,...
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Mar 10, 20213 min read
Why do 70% of wealth succession plans fail?
There is an amazing (or perhaps terrifying, depending on your circumstance) statistic around family wealth succession plans. A study of...
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Feb 22, 20213 min read
What will your 24-year-old son do when he is given £1.45m as an inheritance?
This is a question I put to a client, Jeff, recently. That figure is what Jeff’s son was likely to receive after payment of inheritance...
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