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... Read More

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... Read More

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... Read More

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... Read More

Reaching retirement is no doubt a big life milestone. It’s the time when you’ll stop working, and start enjoying a life of leisure when your time is your own and you won’t be ruled by the clock. You’ll be able to start going through your bucket list, with long holidays the order of the day, along with perhaps more time on the golf course or visiting galleries. The challenges of retirement It may sound counterintuitive for me to ask this, but what are you going to do with all that free time you’ll have? Or, to put it another way, how will you manage without being stuck in an office five days a week, homeworking notwithstanding? Clearly, money will be... Read More