What is a Financial Planner for?

What is a Financial Planner for?

One view is that we have unique insights into market direction that give our clients an advantage.  But of the many roles a financial planner should play, crystal ball gazing is not one of them. The truth is that no-one knows what will happen next in investment...

The Fundamentals of Cash Flow Modelling

Creating a balance in life is important. A key part of this is to know how and when you will achieve your financial goals. With every possible scenario that life throws at you, it is important to ‘crunch the numbers’, to help you make the right financial decisions....

What is Financial Planning?

Financial Planning is not just for the wealthy. It is a process that everybody should follow in order to get the most out of their life. Financial Planning involves working out what’s most important to you and your goals in life. Then, by adding timescales and costs,...

How Life Planning can ease Client Stress

Constant Interruption of Tasks The invasive nature of instant communication devices brings with it the imposition on our time and concentration levels. When we are continuously interrupted in the tasks which we perform, it takes time to reimmerse ourselves in a task...