ME: I’m a financial planner. I help people make sense of money.
PC: Really...You’re a better man than me (smile). I’ve always found i... read more
My first day as a 'financial adviser' was June 28th 1982, over thirty-three years ago. The eighties were the 'glory days' for financial services – on the back of her Falklands... read more
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The fifties are a little close for me as I am barely through them having reached sixty this year. I have a simple observat... read more
Toby sits in the first floor window sill of our bedroom staring intently at the birds, mostly squawking gulls, across the street. Occasionally he will whimper and his tail will bang up and down in,... read more
That's what we're called... those of us in our late fifties and early sixties... sandwiched between our ageing parents who need our care and grown-up children who need our financial and pra... read more
Standing in the queue at the Orchard Cafe I found myself staring longingly at the beautiful chocolate cake on the counter. Lost in reverie I turned to the lady standing next to me and said, &l... read more
You know all those daft things we do with money, all those seemingly innocent peccadillos that if left unchecked spell big trouble sometime down the line. All that money we spend satisfying our lit... read more
Walking down a cobbled street with expensive looking shops on either side I can see a young man sitting on the pavement. There are a few coins in the bowl in front of him. I lean down and drop two... read more
Sara Cutting was 47 when she was diagnosed with cancer. To raise £10,000 for Macmillan cancer support she has published a photograph of herself on Twitter every day since her diagnosis in Oct... read more
There it is! A simple financial plan that will never let you down. All each of us has to do is work out on a regular basis how to allocate our money between these three priorities. By doing this we... read more
1.2bn smart phones were sold in 2014, a 28% increase on 2013. The majority were sold by Apple who pipped Samsung to the post by a small margin. I would like to bet my aging Apple smart phone that v... read more
Happy New Year and welcome to the first video of the Baby Boomers series!
In this series of video blogs we will be talking about some of the important issues that, as Baby Boomers, we need to be... read more
Welcome to the second video of the Baby Boomer Series - Today we are looking at the subject of dementia.
Not able to watch the video today? Why not read the transcript below instead:... read more
Welcome to the third video in my series for Baby Boomers.
Cant watch the video today - why not need the transcript below?
This time we are lightening the mood just a little bit and... read more
Welcome to the fourth video in the Baby Boomer Series – this week we’ll be looking at the issue of downsizing your home.
Downsizing a large family home is becoming a very popular o... read more
Can't watch the video today? Why not read the transcript below:
Welcome to the penultimate video of The Baby Boomer Series; today we’re discussing debt.
Let’s get straig... read more
Unable to watch the video today? Why not read the transcript below instead:
I just wanted to say thank you very much for watching my Baby Boomers series. I hope very much that you found it... read more
Welcome to the second of my mini video blog series on Myths about Money.
Myth number two is simply “Having fancy stuff makes us wealthy.”
Not able to watch the video tod... read more
Welcome to the third blog in my ‘Myths about Money’ mini blog series. This week I’m going to address the extremely common myth of “‘I don’t understand money!&rdq... read more
There are so many myths about money it of course won’t be possible to cover them all in a short video blog series, but I wanted to address the three main myths which I think, once addressed,... read more