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Protecting from Disasters

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

8th March 2025 Why is this a secret. Shocked. Paul Claireaux

Why is financial planning a secret?

And what could this mean for you - and your loved ones?

8th March 2025

This is the first of three Insights in which we’ll reveal the biggest secret in personal finance – how to design a great financial plan. Later in this series, we’ll outline the (widely agreed) financial planning process in seven (A.W.E.S.O.M.E.) steps that you can use regardless of your age, income, wealth or wherever you live…

How to manage your workers for success

and have great relationships too

12th January 2025 Elements of people management

How to manage your workers for success

and have great relationships too

12th January 2025

If you lead or manage others, you know how hard it can be to get everything right, about this people management game right, all of the time. And, if you’re already working flat out, to develop and run your own business, the challenge can be simply overwhelming. So, in this Insight, we look at how…

Can you help (spread betting) Joe?

Or any of your friends from getting sucked into this hideous gambling activity?

12th October 2020 Joe and Naomi

Can you help (spread betting) Joe?

Or any of your friends from getting sucked into this hideous gambling activity?

12th October 2020

Updated following the tragic recent death of ‘day trader’ Alex Kearns. This Insight is aimed at helping anyone (like my fictional character Joe, in the story below) to understand the real and horrendous risks of spread betting before it’s too late. Please share with your friends.

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