Insights

Road Trip

How financial education helps you

Are you open to thought experiments and new ideas? What if this idea could save you, or earn you, several thousands of pounds? Well, if like the sound of that, read on, because this one’s for you.

Is your mood being manipulated?

Jenny Shoo

Is your mood being manipulated?

In this extract from Chapter 1 of my book, ‘Who misleads YOU about money?’ we’ll learn how we’re tricked into spending all our money today. This matters because the result is our failure to save for our big, long term financial life goals – for ourselves and our loved ones.

The Nobel name dropping game

Modern Portfolio Theory. Paul Claireaux

The Nobel name dropping game

Working inside the Financial Services industry for 25 years, and observing it from the outside for another ten, I guess I’ve seen a lot of what goes on. I know what good (and fair priced) financial products, and financial advisers, look like, and many of those advisers are really good at their job. However, they’re…

Are you being overcharged?

The overcharging Rhino

Are you being overcharged?

So, are you being overcharged by this sort of character on your pension or investment plans? The Rhino is a thick-skinned salesperson who charges a lot 😊 and you might be shocked to see how their charges add up!

Who can you trust for help with your money?

Money Mistakes

Who can you trust for help with your money?

In this second of three Insights to help thirty and forty-somethings plan their money, we briefly explore the question of who you can trust for help. I say briefly because there’s enough in this question to write a very good book 😉

Why would you want to get in the Flow?

Get in the flow

Why would you want to get in the Flow?

If you’re striving to achieve more of the things that matter to you, this Insight on getting into the ‘Flow’ will help. 2 to 5 minute read, depending on your speed.