Insights
Six ways to rate a content creator? (Part 2)
22nd July 2025
Six ways to rate a content creator? (Part 2)
22nd July 2025This (10 to 15-minute read) is the second of two Insights for owners of Financial Planning, Advice, or Coaching firms. Across these two Insights, we explore six hard questions to help you assess the services of any potential (or existing) content creator or supplier. If you’d rather talk than read about these six tests, book…
Six ways to rate a content creator (Part 1)
17th July 2025
Six ways to rate a content creator (Part 1)
17th July 2025This (7 to 15-minute read) is the first of two Insights for owners of Financial Planning, Advice, or Coaching firms. Across these two Insights, I’ll outline six hard questions for rating the services of any potential content creator or supplier. The first three questions and some wider points are covered in this Insight. The other…
What makes you financially unique?
8th June 2025
What makes you financially unique?
8th June 2025This is the second of two Insights on the many ways that each of us is unique – and why your understanding of this is key to planning your money.
How do YOU split the bar bill?
17th May 2025
How do YOU split the bar bill?
17th May 2025In this classic funny story, we learn the limits of (so-called) progressive tax systems.
How much Investment risk is right for you?
4th April 2025
How much Investment risk is right for you?
4th April 2025A 5 to 10-minute read, depending on your speed. This is the first of three Insights to help you consider how much investment risk might be right for you – on each of your financial life goals. These Insights are written to help all investors (novice, recent and experienced) because we all need to ensure…
The first two factors to consider when investing.
4th April 2025
The first two factors to consider when investing.
4th April 2025A 5 to 10-minute read, depending on your speed In this second (of three) Insights, you’ll learn about the first two of four factors to consider when deciding what level of investment risk to take – on each of your financial life goals. These Insights are written to help all (new, recent and experienced) investors…
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