Insights

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!

Why most managers take bigger risks with your money, than you’d expect.

Tony Dye. Bulls and Bears. Paul Claireaux

Why most managers take bigger risks with your money, than you’d expect.

In this extract from chapter 5 of my book ‘Who misleads you about money?’ I explore the story of Tony Dye to help you understand why most fund and wealth managers will always take bigger risks with your money than you might reasonably expect. Dye was the chief investment officer at Philips and Drew when…

Achieve more of what you want

Achieve more of what you want

We’ve already seen how most people fail on most of their personal goals and explored seven ways to help you achieve more of yours. Here, I just want to share one of the most powerful ideas I’ve ever found for getting more done.

How to plan your financial freedom, in 5 proven steps

Life goals

How to plan your financial freedom, in 5 proven steps

What does financial freedom mean to you? Why would you want to learn to plan it for yourself?

Financial Freedom: what does it mean to you?

Financial Freedom: what does it mean to you?

Most people would say they’d like more financial freedom but it means something different to everyone.

How financial education helps you

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.