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Monthly Archives: June 2026

You’re worth £4.8 million

Financial Planning, Pensions, Retirement

Remember Bill from a few weeks ago with the stock windfall? We met again a few days ago to run through his financial plan. I started by confirming his net worth – £4.8 million. He couldn’t believe it. He’d never added it all up before. His chosen lifestyle costs £60,000 a year. All but £200k of […]

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Family time

Holidays

Just home. Tobin wanted a bike trip to Scotland for his birthday: 3 ferry crossings. 1 deer. 1 red kite. 1 beaver dam. 1 pistachio ice cream in Nardinis. Plenty of rain. Plenty of sunshine. We skimmed stones in Oban, played chess to a stalemate in Fort William, and kept one eye on Loch Ness […]

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