Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

BOOK APPT

Focusing On Long Term Horizons

To be successful in investing, a strategy that reflects your risk tolerance and time horizons is key. Trying to second guess how events will impact the market is rarely successful. Instead investors should focus on long term strategies that transcend the vagaries of short term fluctuations. In this podcast episode, I talk about where [...]

By |2022-04-04T14:43:31+01:00April 13th, 2022|Financial Planning, Podcast|0 Comments

Wealth Management vs Asset Management – Which Is Right For You?

Wealth management vs asset management - two different concepts when it comes to managing client's money. It is important to understand the key differences between the two so that you can make the best decision for your financial circumstances and future. Ultimately, a good financial advisor should be able to help you with both [...]

By |2022-04-06T08:26:55+01:00April 6th, 2022|Estate Planning, Financial Planning, Wealth Management|0 Comments

Time Is Money

In today's podcast I tackle the subject of "tme is Money" along with the five principles of investing everyone should know. Due to the complexity of the options it can be very confusing which route to take. I can help you navigate these options and guide you towards a solid investment plan based on [...]

By |2022-03-18T10:49:03+00:00March 30th, 2022|Financial Planning, Podcast, Wealth Management|0 Comments

Rethinking Investment Risk

Whether you have a particular investment goal in mind or you are simply growing a retirement fund, it is important to understand investment risk. The likelihood of losing some or all of your original investment should be fully understood, as well as your tolerance for the level of risk you are willing to undertake. [...]

By |2022-03-09T09:28:42+00:00March 9th, 2022|Financial Planning, Wealth Management|0 Comments

The Six Principles of Investing

In the podcast I talk through the six principles of investing, designed to help you put aside money in order to help with your future, and to ensure that your money works effectively for you. Key Takeaways Creating and maintaining the right investment strategy plays a [...]

By |2021-10-03T21:31:01+01:00October 7th, 2021|Podcast|0 Comments
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