Careful what you wish for Two client meetings this week. Yesterday’s client is a good friend. We were both 23 when he came on board with us, the first person I ever set up with a pension. We’re both 47 now. We updated his financial plan. Confirmed he’s still on track to retire at 56. […]
View ArticleNever Buy the Next Size Up We were in Spain a couple of weeks ago on a family holiday. As I pulled on my shorts, I had to admit they were a little tighter than they had been in Crete last October. I remembered some advice a portly friend gave me years ago: “Never buy […]
View ArticleCliffs I’ve just finished What to Make of a Life by Jim Collins. In it he talks about cliffs – unforeseen upsets that throw everything up in the air and leave us confused, or reviewing our life. This week alone I’ve had two separate new client conversations. Both people have individually faced their own cliff […]
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