3 November 2023
Joanne Dale: Taking clients on a journey of discovery
Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients to digest. She says this is vital when creating a financial plan.
20 October 2023
Tara Dixon: Financial advice is a family affair
For Tara, helping people make the most of their financial plans, and look after their financial future, is in her DNA
18 October 2023
Sabrina Bailey: It’s not all about the numbers
Sabrina's journey into the financial planning industry was a serendipitous one, shaped by her background and a deep-rooted desire to make a difference in people's lives.
22 July 2023
Chris Masley: Guiding clients towards a secure future
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
27 June 2023
Nick Cohen: helping new generations benefit from having a financial plan
Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life
5 February 2023
Financial planner, Jacob Rudman, talks about putting risk into perspective
Jacob understands the need to consider risk carefully. He explains more about the risks people should be taking, and the risks to avoid.
1 September 2022
Financial planning for new parents: Preparing your finances
If you're planning a family here are some thoughts on the costs you’re likely to face and how you can start to plan ahead for the new arrival
7 June 2022
What’s the difference between a Wealth Manager, a Financial Planner and a Financial Adviser?
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
20 April 2022
Tim Forsyth: The biker with a safety-first wealth planning approach
Tim explains the importance of the 5 pillars of life: home, relationships, health, work, and finances. Lose one and the rest can easily follow
31 January 2022
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"