In this week’s blog, we tell a few stories about our own and other people’s experiences of buying and renting property to illustrate some...

In our blog about financial wellness last week, we talked about the importance of not having too much debt. This week, we want to explore...

Do you suffer from money-related stress? If so, you’re not alone, whether or not you are a high earner. Aegon has recently reported that...

Financial planning can change lives! This is the first of our blogs telling an in-depth true life story about just how much of a...

In Keren-Jo Thomas’ thirty years of working with clients from all backgrounds and with different levels of wealth, she has only come...

In Keren’s experience as an independent financial advisor, she has found that women generally hold more in cash savings and less in...

Julia’s state pension in the UK has recently been forecast at £9,371 a year – just under £800 a month, from the age of 67. As Julia owns...

Elizabeth’s story Imagine the shock. Your fit and healthy husband in his early forties has had an accident while he is out mountain...

When Keren was just 21, she did one of the cleverest things she has ever done – and she didn’t even know it at the time! She started to...

In this blog, we ask you to consider three big questions that will help you to determine what is most important to you. This is because...

Chatter and laughter accompanied dinner as two old friends caught up with each other’s news. Keren told her friend Ida about how she was...

First in the new series about financial planning for women Hello! We’re Keren and Julia. We’ve known each other for over 20 years since...

By guest blogger Julia Goodfellow-Smith Do you have a bucket list? Do you ever wonder how extraordinary your life would be if you...

This is about Life Planning and its real meaning.

Financial freedom is a dream for many of us, but through defining visions, goals and plans it can become part of your life too. Many of...