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Use Your Hobby to Volunteer

Use Your Hobby to Volunteer

Apr 9, 2025

Following on from my previous blog on Spring Cleaning for Retirement, here are some ideas on how hobbies, passions and...

Difficult Conversations: The Heart of Financial Guidance

Difficult Conversations: The Heart of Financial Guidance

Mar 26, 2025

For many years, the role of a financial planner was limited to providing access to financial products, often acting more...

Isle of Man Budget: A Hopeful Outlook

Isle of Man Budget: A Hopeful Outlook

Feb 26, 2025

On the face of it, the budget appeared to be full of good news; tax cuts, NI thresholds increased, personal...

Focus on Life, Not Just Wealth

Focus on Life, Not Just Wealth

Feb 12, 2025

Money is important, but the real-life outcomes that result from money are what should excite us. Share on X The...

Conquer Your Post-Holiday Financial Hangover

Conquer Your Post-Holiday Financial Hangover

Jan 2, 2025

How is your financial ‘hangover’ from Christmas and the New Year? Christmas is a struggle financially for many, and come...

Making Christmas Count: A Thoughtful Approach to the Festive Season

Making Christmas Count: A Thoughtful Approach to the Festive Season

Dec 11, 2024

As the festive season approaches, it’s easy to get swept up in the glittering displays, enticing sales, and the whirlwind...

Black Friday: Stay Savvy, Stay Safe, and Stick to Your Financial Goals

Black Friday: Stay Savvy, Stay Safe, and Stick to Your Financial Goals

Nov 27, 2024

Black Friday is a global shopping phenomenon, marked by seemingly unbeatable deals and promises of significant savings. With increasing access...

Six ways to stay safe from financial scams

Six ways to stay safe from financial scams

Oct 30, 2024

We may think it won’t happen to us or that we’re too smart to fall for a scam, but we...

Why You Shouldn’t Move to the Isle of Man to Escape Paying UK Taxes

Why You Shouldn’t Move to the Isle of Man to Escape Paying UK Taxes

Oct 17, 2024

Since the Labour Government took office in the UK, we’ve seen a noticeable increase in enquiries about relocating, particularly to...

Know Your Numbers

Know Your Numbers

Oct 9, 2024

The road to financial freedom is a journey of a thousand steps. Fortunately, the path is well-trodden by millions of...

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