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On Friday 20 August 2021, we completed our 20 day steps challenge in aid of The Churn Project, a wonderful charity based in the heart of Cirencester.   Our goal was to each complete 202,021 steps over 20 days (which equates to roughly 10,101 steps per day).  

In our February newsletter, we introduced you to The Churn Project, our chosen charity for 2021.   As a reminder, The Churn Project work closely with people who are lonely, at a point of transition or crisis in their lives, or those experiencing mental health issues.  If

As 2019 draws to a close, we’ve been thinking long and hard about our charitable donation for the year. For those of you who don’t know, instead of sending Christmas cards each year, we opt to make a charitable donation to a worthy cause. This year, we have decided to

As 2018 draws to a close fellow financial planner Andrew Neligan, principal at Neligan Financial Planning in Devon, recently had a great idea. He created an unusual investment video. Using different emojis, it shows various investor emotions as they ride the investment wave. Their emotions changing as

DAY 4 – Financial Planning Week 2012 Now that you’ve got a surplus of cash to cover regular, planned short term and emergency expenditure you can start thinking about what to do with your surplus cash. Remember from day 1 that the only purpose of money was to

It may be surprising to hear but around 60% of adults in the UK do not have a Will.  Are you one of them?  Would you like to decide what happens with your estate or are you happy to leave it to a stranger to decide?

Huws effort for Movember 2011 JRR Tolkein spoke of a dark shadow moving across the land in his Lord of the Rings trilogy but this November there will be a dark shadow moving across the top lip of mortal men. Movember 2012 is here. The campaign, originally started

Even if you only employ one other person, then the huge changes to the workplace pension landscape that start rolling out this year will have an effect on your business over the next few years. A range of new responsibilities will fall on employers and will have significant

Financial Planning is something we all should be doing (regardless of our current financial position), if we are to make the most of our lives. It involves working out what is most important to you in life: your goals. By adding timescales and costs, you can work out how

Wills are always the last thing on people’s minds……something to get around to one day. But what happens if there isn’t another day, what then? If you expect everything to go to your spouse you could be wrong. The rules of Intestacy are quite clear and there

Last week we managed to invite 20 professionals into a room to talk about taxes. And the feedback afterwards was that they actually enjoyed it! The wine, nibbles and the chance to win a bottle of champagne may have encouraged a few to come along, but the general consensus was

Last week I was lucky enough to attend the Nucleus Investment Academy  in the City of London. In case you are unfamiliar with Nucleus, they are a whole of market wrap platform provider – i.e. somewhere to hold client investments. What this means is they have access to almost any investment tradable in