June 27, 2019

Unbelievably it has been a year since I was first diagnosed with breast cancer. I know that because I attended my first annual check this week.  A lot has happened in the last year and I have written various blogs along the way but I haven’t written an update on my hea...

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 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...

January 15, 2018

This weekend saw the launch of the ‘Open Banking’, a term not many of us will have come across before. Open Banking requires banks to share information about our financial records with authorised 3rd parties with the aim of allowing us greater freedom and flexibility i...

October 27, 2017

As a company, our purpose is to enhance levels of well-being in society by aligning personal finances with personal values.

There is a danger that, as modern day society encourages us to drive for ‘bigger’, ‘better’ and ‘more’, we view our finances as a means to pursuin...