Insights

How financial education helps you

Road Trip

How financial education helps you

Are you open to thought experiments and new ideas? Ideas that could save you – or earn you – many thousands of pounds? If so, read on … because this one’s for you.

How to make bad relationships good

drama triangle clowns- with text

How to make bad relationships good

Wouldn’t it be brilliant if we could transform some of our bad relationships to good ones? Of course, no one has all the answers to this most difficult life challenge and least of all me but … … the ideas in this book offer real hope

How much risk is right for you?

Four factors for risk

How much risk is right for you?

Whether you’re an existing investor or just starting out and you’re confused by all the ‘mumbo jumbo’ jargon of investing, don’t worry … …most people, including a lot of advisers are confused about it too – and for good reason, as you’ll find out below! What’s more, quite a lot of that theory (which is…

This unthinkable way to charge

This unthinkable way to charge

It really is unthinkable, isn’t it? I mean, what serious professional would charge you – according to your wealth?

A nude way of marketing

Nude way of marketing

A nude way of marketing

Whatever you think of Dr Victoria Bateman’s ideas on Brexit* … I’m guessing that this video will get your attention! *Personally, I don’t have any strong views on the issue. I’m just keen, as I suspect most of us are, for us to get past this ghastly period of uncertainty. And, getting people’s attention (being heard)…

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? He (or she) is a Rhino you see … a thick-skinned salesperson who charges a lot 😊 And you might be shocked when you see how their charges add up!