Russell Haworth Case Study – Steve and Susan

Steve is in his early 60’s, Susan in her mid 50’s. They have two daughters in their mid-twenties.  They live a relaxed, comfortable life with time, money and…

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Russell Haworth The Role of a Financial Planner

We are often asked at networking events and dinner parties what it is that we do. When we tell people we are financial planners they automatically assume that…

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Proposito Team The Lifetime ISA: What you need to know

Amongst the key announcements that came from the budget was the introduction of a new ‘Lifetime ISA.’ By far the most attractive feature of this new form of…

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Proposito Team What really makes us happy

It’s been 75 years in the making and the topic for countless philosophers to muse over, but a US study seems to have finally uncovered the secret to…

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Huw Jones Investing using science

One of the most influential people in the field of finance is Eugene Fama, a professor at the University of Chicago and Nobel laureate in Economic Sciences. He…

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Huw Jones Landlords in Wales

Under the Housing (Wales) Act 2014, there are new legal obligations on landlords who have rental property in Wales.  If you own a property in Wales that you…

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Huw Jones Persons with Significant Control (PSC)

Inform Direct (www.informdirect.co.uk) have written a series of articles on Persons with Significant Control (PSC). From 6 April 2016 most UK companies, even those owned by a single…

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