7
Jul
2025

The courage to feel left out

You’ve probably heard a few stories of investors who made a fortune with a single investment decision. The neighbour who bought Amazon early and saw massive returns, or the colleague who invested in AI startups and is now talking about early retirement. When you hear stories like these, it’s natural to feel like you’re being left out. However, for every success story you hear, there are countless others you don’t. Families who chased the next big thing, only to watch significant capital disappear when they backed the wrong company or the hype faded. Every new technology and industry will lead to incredible success stories for some investors. However, for most investors, risking the family financial fortress on isolated bets is...
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24
Jun
2025

Why it’s important to master the art of leisure

During an average 24-hour period, there are probably three major demands on your time. These are the: Hours you spend working Time you need to sleep Things you have to do, such as looking after your children, household chores, and shopping. This leaves the remaining time for leisure activities. There are countless books about how to make a success of your working life, as well as guides explaining the importance of developing skills and prioritising your professional development. Likewise, you can find plenty of articles about the health and productivity benefits of a good night’s sleep, and how to ensure you get one. But how many articles or books have you seen about making the most of your leisure time?...
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24
Jun
2025

I’m in the Telegraph thanks to your reviews

Your reviews have helped me gain a coveted spot in the Telegraph as part of VouchedFor’s Top Rated guide. The guide was distributed in the Times earlier this year, and now, on 25 June, it has been published in the Telegraph too. So, once again, I’m writing to thank you for your support. Your incredible reviews led to me securing a score of 4.9 out of 5 and marking me as one of the Top Rated financial advisers in the UK. With 92 reviews from real clients to browse, those seeking financial advice can feel confident in my skills and that I’ll work with them to offer advice that aligns with their best interests. With just 2,633 financial advisers in...
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16
Jun
2025

The right temperament will always trump tactical meddling when you’re investing

The world is filled with investors constantly seeking the next winning move. They watch financial news intently, adjust portfolios based on headlines, and worry about timing each market swing perfectly. For these investors, investing becomes a never-ending series of tactical decisions. The market turmoil in the wake of President Trump’s imposition of tariffs on many countries has left many of those investors scrambling frantically over the past couple of months, trying to decipher how the tariff uncertainty will end. While markets do seem to have calmed down, there clearly still remains an element of uncertainty, with the suspicion that even those in charge of setting tariff rates do not know what will eventually transpire. But what if the most important...
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27
May
2025

10 counter-intuitive financial lessons I’ve learned that you ought to consider

If you are a regular reader of my articles, you’ll know that there are some simple rules I believe everyone should adhere to. These include: Pay yourself first each month Have a financial plan and review it regularly Save more money than you’re entirely comfortable with. But I do appreciate that how you manage your personal finances will come down to your own preferences and personality. However, I would like to think that as someone who advises people about their financial planning as a living, some of the lessons I have learned about how to manage your attitude to money could stand you in good stead. Especially as the majority of the 10 I have set out here may run...
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12
May
2025

How you can be a disciplined investor in the digital age

Have you noticed how difficult it is to escape the news cycle? From breaking alerts on your phone to commentary filling your social media feed, world events now follow you everywhere. In this age of constant connectivity, information isn’t just available but almost unavoidable. There was a time, not so long ago, when you might learn about market movements days after they occurred, reading about them in the morning newspaper at breakfast. Indeed, many successful investors built their wealth during an era when they might go an entire month without knowing how their investments were performing. This distance created a natural buffer against emotional decision-making. However, times have changed. The new investment environment The contrast between yesterday’s investment environment and...
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