Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …
Life doesn’t stand still. Even in these most uncertain of times, one thing you can be sure of is that things will change. Some of those changes will be of your own doing, while others will come out of the blue and be beyond your control. That’s why fin …
You may already be helping your children in some way financially, but perhaps feel you could do more. Whilst they may be grateful for the support, there are those who will be defiantly independent and want to achieve their objectives on their own. Unde …
Since COVID-19 forced the world into lockdown in March 2020, it’s been an unsettling time for investors. Overall, in 2020, the FTSE 100 fell 14% and the asset price of bonds and property took a sharp tumble too. Not surprisingly, some of the firms to b …
It has been widely documented that the COVID-19 pandemic has led to a significant backlog in elective surgery and specialist lead care that may well take years to resolve. The NHS will of course continue to prioritise life-saving care but the harsh rea …
Scams are becoming more sophisticated all the time and if your mind is on other concerns it’s easy to act in the moment. Many fraud campaigns rely on the victim feeling pressured, frightened or shocked to distract them from their usual rational thought …
Since I became a Financial Planner I have often pondered, especially in the early days when I would often be the only woman in a sea of men, why there were not more women in financial services. People often assumed I was a PA, not the owner of my own c …
