Tag Archives: business owner

4 tips for a successful exit strategy

If you are a business owner, even a relatively young business owner, then it’s very possible that getting out of your business may have crossed your mind at some point. After all, none of us want to work forever, and … Continue reading

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Good Financial Planning

In today’s world you may wonder whether you still need a living, breathing financial adviser. You do. But with a twist. First, we need to redefine traditional financial advice – the kind that’s been delivered by those focused on selling product … Continue reading

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Good Luck Claire!

As some of you will be aware Claire is leaving us at the end of the month to head off to University. We thought we would find out a bit more about her time with us and what she is … Continue reading

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The Pain of Regret

Do you want to take control of your financial future? Do you feel as though you would benefit from an objective view on your current financial plan? Great! But… Are you worried about what you might hear? or are you … Continue reading

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Initial Findings – Any Surprises?

For the first of my updates I thought it would be good to highlight some of the key initial findings from the research and interviews that I have conducted. Some of these initial findings will be old news, it is stuff … Continue reading

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