Charitable Donation in Lieu of Christmas Cards
Each year we donate our Christmas card budget to a local charity instead of sending out cards in the post. For the last two years we have...
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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
Nov 11, 20162 min read
Better Together
One of the key factors feeding our ‘inner spirit’ is our sense of community. Being part of a community, in whatever form it takes, can...
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Emily Macpherson
Oct 29, 20161 min read
Chasing Rainbows
I snapped this picture while out on a soggy run with the dogs this morning. It got me thinking about our goals and ambitions and how they...
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Neil Morris
Sep 6, 20161 min read
Fair and Just?
Client A currently owns a healthy buy to let portfolio with a large amount of equity and good net income made each year. He is selling...
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Neil Morris
Aug 17, 20162 min read
Help to Buy - A Cautionary Tale!
Jack & Jill wanted to buy their first home together, but Jill was finishing her studies at University and didn’t yet have any income. So...
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Emily Macpherson
Apr 22, 20162 min read
Rocks in a Jar
I have heard this story a few times of late, most recently on re-reading Stephen Covey’s ‘First Things First’….. A teacher stands in...
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Emily Macpherson
Mar 10, 20162 min read
The Four Human Needs
One of the concepts Covey et al explore in First Things First is that of the four human needs. They describe the following basic needs in...
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Emily Macpherson
Dec 22, 20152 min read
The Countdown
It is hard to believe it will soon be 2016, this year has flown by quicker than ever and I haven’t got around to updating this blog as...
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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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