The role of emotion in investing
Although we’re never keen to admit it, we have all made bad decisions at some point in our lives. The...
Seven financial planning misconceptions
Now is not a good time to invest. I couldn’t tell you how many articles we’ve published that includes the...
Getting financially organised
The thing is that most of us neither like to think or talk about death and certainly don’t plan for...
6 Considerations for women when financial planning
Financial planning for women is a subject that is very important to me, and it would be easy to get...
10 things you MUST DO before engaging a Financial Planner
The outcome from engaging with a Financial Planner can be vastly improved by understanding the factors in this blog post....
Isle of Man pensions – a whistle-stop tour
There are numerous reasons why it was a good thing to stop doorstep salespeople selling pensions and investments. That, I...
Procrastinating may cost you dearly
I received an email last week that opened with the fact that we are now more than 10% through 2021....
It’s not all doom and gloom
Almost lost in the middle of our own ‘circuit breaker’ lockdown, and the seemingly endless UK Covid updates was some...
6 ways to stay safe from financial scams
You may have seen the story in the local news last week of a person being scammed out of £70,000. ...
Isle of Man & UK tax residence – what you need to know
We are starting 2021 with purpose, hosting our first breakfast seminar in conjunction with Hotchkiss Associates. Tax & investment considerations...