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Emily Macpherson
Mar 12, 20204 min read
Peace of Mind in Uncertain Times
I often talk about the fact that investment markets can fall as well as rise, and that holding a long-term position and not panicking...
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Emily Macpherson
Feb 4, 20192 min read
How to Cope with Stock Market Volatility
Media hype about stock market falls can make even the most calm and collected investors start to feel nervous. When stock markets...
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Neil Morris
Oct 19, 20183 min read
Equity Release has moved on from the bad old days
Ever since a disastrous period for early unregulated schemes in the late 1980s and early 1990s, equity release has continually suffered...
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Emily Macpherson
Oct 8, 20187 min read
Update and Musings
I was completely overwhelmed by the response to my last blog ‘5 Lessons I have learnt from Cancer – So Far’. I have received many kind...
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Emily Macpherson
Aug 27, 20186 min read
Five Lessons I Have Learnt From Cancer - So Far!
I am a great believer in seeing the positive in any situation – but I have to admit that, over the last couple of months, my ability to...
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Emily Macpherson
Mar 2, 20182 min read
Work for Purpose
It seems like only a few days ago that we were preparing for the Christmas break and thinking ahead to plans for the new year, but here...
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Emily Macpherson
Dec 8, 20172 min read
Financial Capability - Why and How to Improve It
Your net worth and access to financial resources are very different to your ability to take control of your finances and manage your...
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Emily Macpherson
Nov 1, 20174 min read
What’s Behind the Base Rate Hype?
There has been much debate over when the Bank of England will raise interest rates and this month is tipped to be the month by many industry
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Emily Macpherson
Oct 27, 20172 min read
Introducing the Mindful Money Tree ™
As a company, our purpose is to enhance levels of well-being in society by aligning personal finances with personal values. There is a...
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Emily Macpherson
May 26, 20172 min read
How to Avoid Retirement Choice Paralysis
Life seems to become ever busier and I usually find myself rushing from one activity to the next without much choice over what comes...
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Emily Macpherson
Apr 27, 20171 min read
Dividend Allowance and Money Purchase Annual Allowance Cuts on Hold
Since writing this post the Government has confirmed it will reintroduce all the measures dropped from the Finance Bill 2017. It also...
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Emily Macpherson
Apr 7, 20173 min read
The New Lifetime ISA
This week saw the introduction of the new Lifetime ISA, we have had a number of enquiries from clients interested in learning more so I...
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Emily Macpherson
Mar 26, 20172 min read
Connecting Personal Finances to Personal Purpose
It’s Sunday and it’s mother’s day, if ever I had an excuse to laze about in bed then today was the day. But instead I woke up early, keen...
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Emily Macpherson
Jan 3, 20172 min read
Financial Resolutions - What steps can you take in 2017 to connect your personal finances with your
The fun and festivities of Christmas give most of us a break from the routines that occupy our daily lives. Before we get too far...
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Emily Macpherson
Dec 9, 20162 min read
The Values Disconnect
With more than slight trepidation I have started planning my first book! Over 15 years of advising clients I have become aware of a real...
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Emily Macpherson
Nov 25, 20162 min read
The Spirit of Financial Planning
I can’t claim to know much about any particular religion, I didn’t attend church as a child and my lasting memory of RE lessons at school...
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Emily Macpherson
Sep 1, 20152 min read
What do Medicine and Financial Planning have in Common?
In his 2014 Reith lecture Series, Dr Atul Gawande explores the nature and progress of failure in medicine. I listened to the lectures on...
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Emily Macpherson
Aug 1, 20152 min read
The Beginning
My first experience of Independent Financial Advisers was what ultimately led me to a career in Financial Planning. Not because the...
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