Gratitude and Goodbye from Rita
I have attempted to say farewell to as many clients personally as possible, but for those I haven’t managed to...
Personal finance books to set you up on the right path
Money, health, and well-being are all interlinked. With sky-high property prices and everything costing more, money skills are 21st-century survival...
Buying vs Renting Today
I am a renter and also an aspiring homeowner. My husband and I have packed up and moved countries several...
Rita Harel Paves the Way as the First Isle of Man CFP™ Holder
I’m thrilled to have earned the Certified Financial Planner™ (CFP™ ) designation awarded by CISI. It is the most practical...
Investing in Uncertain Times: Projecting Returns Amid Rising Rates
So here we are. The UK Bank Rate now stands at 5%. Price inflation remains stubbornly high at 8.7%. The...
How Planning Sets the Stage for Investment Success
Having a clear financial plan comes before investing. It lays a strong foundation for your investment and can help answer...
What on earth is in an investment portfolio?!
I worked for the Regency hotel when I moved from Latvia to the Isle of Man. I had yet to...
7 financial concepts I want my kids to understand
As a parent of two young children, and as an ex-investment manager and now a trainee financial planner, I often...
Introducing Rita Harel
The New Year is a great time to start a new chapter in life, and I am excited to start...