Investment | Financial Education
This week, a reader asked this very question.
And I know why.
It’s against our nature to sit back and do nothing.
As investors, when markets are volatile…
We feel compelled to react.
But this is the last thing we should do.
Here’s why.
Investment | Pensions | Financial Education
Brexit has everyone in a tailspin.
UK nationals living in other countries feel especially vulnerable.
The uncertainty regarding their futures…
Not to mention UK pensions…
Hangs heavy over them.
Sound familiar?
The second leading cause of divorce is…
MONEY!
Whether it’s asymmetric earnings or excessive spending habits…
Money problems are marriage killers.
What can be done to sort this out before it’s too late?
Investment | Financial Planning | Financial Education
It’s no secret.
There is a huge trust deficit in my profession.
And with good reason.
Historically, ‘financial genocide’ against expatriates had been commonplace…
With poor performance, a lack of transparency, and sky-high concealed charges.
This baggage results in a question I hear time and time again.
“Can I trust my financial adviser”?
Investment | Pensions | Financial Planning
£10 million is a lot of money.
For most, it seems impossible to accrue.
But it can be done…
With discipline and a plan of action.
Investment | Financial Planning | Financial Education
Many investors yearn for face-to-face advice.
Personalised service from someone they can ‘trust’.
Evolution makes us this way.
But it also makes us bad investors.
Here’s why face-to-face advice may be the most expensive mistake you ever make…
Investment | Financial Education
“Expect the best. Prepare for the worst.”
That’s the advice I give clients.
No one knows what the future holds…
But there are ways to mitigate the impact of a downturn.
Here’s how.
Investment | Financial Planning
My grandmother trusted a stockbroker in a pin-striped suit.
My parents, a ‘charismatic IFA’ who’d visit their house or meet my father at his office or golf club.
Neither of these methods worked.
Overseas; financial train wrecks, car crashes and minefields abound.
In the jungle of banks, brokerages, insurance companies and advisers – is there anyone out there you can trust to care about YOU?
