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Image for Something is behaving differently at this time of year

Something is behaving differently at this time of year

As individuals, we usually have a bias towards ‘now’. But at this time of year that bias changes in an important way and is to do with our length of focus. Our natural bias is to focus on the ‘short t… read more

  • Blog
Image for Company year-end approaching? Don’t lose out

Company year-end approaching? Don’t lose out

Welcome to new and existing readers to my blog.  As always, I try and provide you with help and guidance on financial matters which may be relevant and pertinent to your financial circumstances and pl… read more

  • Blog
Image for Are you missing out on pension tax breaks?

Are you missing out on pension tax breaks?

Are you missing out on pension tax breaks? Most of us understand the benefits of investing tax efficiently. Using the tax allowances, such as ISAs, provided by the government each year means we can a… read more

  • Blog
Image for WORKING TOGETHER TO TACKLE THE CLIMATE CRISIS – THE INVESTMENT INDUSTRY STEPS UP

WORKING TOGETHER TO TACKLE THE CLIMATE CRISIS – THE INVESTMENT INDUSTRY STEPS UP

Held in Glasgow in November – COP26 – the United Nation’s 26th Conference of the Parties is recognised as the most important climate change event since the 2015 Paris Agreement. Bringing together wor… read more

  • Financial Advice
Image for What does investment management do?

What does investment management do?

Investment management is exactly what it sounds like - the handling of assets and investments, but it’s also much more than that. The reason why investments are different for everyone is because we al… read more

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Image for SELF-CARE FOR THE SELF-EMPLOYED (AND EVERYONE ELSE!)

SELF-CARE FOR THE SELF-EMPLOYED (AND EVERYONE ELSE!)

The concept of ‘self-care’ involves taking time out of your day to do things to promote good mental health and reduce stress (lounging on the sofa counts!). Working for yourself, while having clear a… read more

  • Financial Advice
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