February 4, 2019

Media hype about stock market falls can make even the most calm and collected investors start to feel nervous. When stock markets experience volatility, it can be easy to panic and make decisions that you might end up regretting, as this client story highlights...

Kerry...

October 19, 2018

Ever since a disastrous period for early unregulated schemes in the late 1980s and early 1990s, equity release has continually suffered from suspicion and distrust among homeowners. Many have been scared away as a result of publicity surrounding losses and anguish suff...

October 8, 2018

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 messages of support and they all mean a great deal to me.

A number of people have asked me to keep them up to date with progress in my...

August 27, 2018

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 ‘keep positive’ has been challenged at times! That said, I think I am working my way through the myriad of conflicting emotions that...

March 2, 2018

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 we are in March already.

I haven’t been writing the blog as regularly as I had intended because we have had a busy start to the year a...

December 8, 2017

Your net worth and access to financial resources are very different to your ability to take control of your finances and manage your money.  Rather than being about how much money you have, your financial capability is concerned with understanding how to manage your fi...