Our team member Alex volunteers with The Pensions Ombudsman in the Early Resolution Service. He took the time to share his experience with us.

What’s surprising is that our approach to money, our financial personality, isn’t something that takes shape only when we start earning; it begins much earlier. Let’s look at how our early associations with money can have repercussions for decades to come, and how we can build a more fulfilling relationship in future.

At some point,  you’ll probably want to free up some money from your investments and pension pots, either just to maintain your standard of living – or to do something big and exciting. It’s all there for the taking, but how can you know what’s a safe amount to withdraw?

We believe that there’s more to life than money. That’s why when we help our clients plan for retirement, the focus is always on how much fun you can pack into your retirement years, rather than just how much cash you can accumulate in the bank.

As we locked down in late March, it was hard to imagine that we would see global markets return to the levels of pre-lockdown society as early as June. We have just lived through one of the most volatile quarters the world has borne witness to.

We’ve looked at your spending and what you want to achieve. Now you can assess exactly what wealth you have to work with.

‘Heuristics’ allow us to make a judgement, reach a decision or solve a problem using as little time and effort as possible. The problem is that the very purpose of heuristics, to bypass detail, to simplify information, means that they give us a skewed picture.

It’s always nice when you find yourself among like-minded people, especially when they’re talking about things you’re really passionate about. If you believe strongly in a particular set of values, a conference about those same values might seem like preaching to the converted. But it’s actually reassuring, gratifying, exciting even, to be in a room full of professionals who get fired up about the same stuff that you do.

In this blog we’re training the spotlight on Director Chris Bowmer. With the Ashes just behind us and Ben Stokes now probably chasing a knighthood, it’s a good time for Chris to share why cricket matters and what it’s taught him.

This month, we were delighted to win the ‘Business Of The Year Award’ at the SME Northamptonshire Business Awards 2019. Here’s how it came about and how the night unfolded.

Our own Richard Peters was recently awarded Certified Financial Planner™ status, by the Chartered Institute for Securities and Investment (CISI). In the time-honoured tradition of celebrating our colleagues’ achievements, whether they like it or not, here’s what that means for Richard and his clients.

We know that financial planning can seem daunting and we often see people putting it off for that reason. In the end, we’re talking about major life decisions, so in a sense, it should seem daunting. But like anything else, the way to move forward is to break it down to key steps and get each of those right.

One of the most important things we do as your financial planners is help you to see the big picture, but we’re also here to make sure you’re looking at the right picture to begin with. Something we see quite often is clients who focus completely on making money.