Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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What is Intergenerational Wealth Transfer?

Intergenerational wealth transfer is essentially about transferring wealth from one generation to the next. This can be done through a variety of means, including inheritance, gifting money or property, trusts and investing in life insurance, each with their advantages and disadvantages. National statistics show that the net worth of the population is rising and [...]

By |2022-05-29T23:47:32+01:00May 25th, 2022|Estate Planning, Wealth Management|0 Comments

Vision Without Action Is Just A Dream

We know that no two people have identical financial circumstances, which is why it’s essential you have a tailored financial planning solution in place and take real action on it. During times of market volatility it's important to resist backing out of the markets altogether, it is rarely the right thing to do. In [...]

By |2022-03-07T15:01:04+00:00March 16th, 2022|Financial Planning, Podcast|0 Comments

Managing Cashflows – Tony Talks Wealth

In this podcast episode, I discuss the importance of managing cashflows effectively and how they can help you to create a picture of your finances, now and in the future. Key Takeaways Cashflow modelling is used to calculate how your income, expenditure, investments and savings may [...]

By |2022-01-18T10:38:10+00:00January 10th, 2022|Podcast|0 Comments

The Future of Retirement – Part Two

In this continuing look at the ways in which retirement plans are set to change, I discuss how best to ensure your future is taken care of, and how to ensure that our financial future is assured. Key Takeaways When looking to retire, the most important [...]

By |2021-10-22T09:48:58+01:00October 28th, 2021|Podcast|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

How To Get The Most From Cryptocurrency with Jeff Hancock

In this episode I am joined by Jeff Hancock, a crypto expert, and co-founder and CEO of Coinpass, one of the UK's fastest-growing cryptocurrency exchange and investment platforms. Jeff talks to Tony about his business journey, Coinpass as a platform, and how you can invest in cryptocurrency in a safe and secure way. [...]

By |2021-09-19T10:48:12+01:00September 22nd, 2021|Podcast|0 Comments

Relationships With Money with Morgana Rae

In this episode I am joined by Morgana Rae, an international best-selling author, mentor and coach, who specialises in helping others to better understand and cultivate their relationship with money. Morgana talks about her background and how she developed her own relationship with money, as well as the importance of polarity when it comes [...]

By |2021-09-19T10:54:35+01:00September 15th, 2021|Podcast|0 Comments
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