Latest news

All blog articles can be found here

27th August 2021

Proposito fundraising challenge is complete!

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).

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).

Read more

28th April 2021

The Churn Project – Proposito Fundraiser

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

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

Read more

18th December 2019

Charity Donation 2019

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 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

Read more

18th December 2018

Charity Donation 2018

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

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

Read more

29th November 2012

Saving versus investing

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

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

Read more

13th November 2012

Will Aid – don’t leave things to chance?

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?

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?

Read more

5th November 2012

Movember Madness

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

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

Read more

12th September 2012

Can you afford to ignore workplace pension changes?

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

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

Read more

3rd September 2012

Financial Planning Week 2012

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

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

Read more

2nd November 2011

Make a Will while saving peoples lives

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

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

Read more

28th September 2011

Taxes don’t have to be boring

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 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

Read more

20th May 2011

Presenting the Passive view

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

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

Read more