The perfect game

The perfect game

Anyone who has heard me lecture, or read my tax journals, will know how much I strive to achieve perfect results for clients.  This isn’t to say that the journey is smooth and without incident, there are always bumps in the road, but they shouldn’t be feared as we...
Mind the gap

Mind the gap

When are you planning to retire? There’s a fair chance you want to retire in your late 50s or maybe 60. Great! Have you thought about how you’re going to fund your retirement? Even if you’ve got a final salary type pension, you’ll need to think about it, albeit longer...
Be courageous

Be courageous

Following on from my last blog where I spoke of dreams, I wanted to continue with having the courage to realise them.  In our world of financial planning and investment management, we have many conversations with clients on identifying where they want to be with their...
Up, up and away

Up, up and away

What a week it has been for a long-standing client of mine. He has run the family business for many years and finally on Monday I got a text from him saying ‘As of Friday I have retired’. Now this wasn’t a bolt out of the blue, and I knew the business sale was going...
Working from……

Working from……

Office / workplace, client premises, home? I was away recently for half term with the family, celebrating my eldest’s 6th birthday and enjoying half term fun with him and the family. Center Parcs is relatively unfamiliar territory for us as a family, but one we...
Keeping it flexible

Keeping it flexible

When we are planning for people, this is always based on their objectives. Now this may sound obvious but from previous experience of other companies this is far from the process followed by some in our industry. By being objective led it makes the job far more...