“You’ll never amount to anything.” I had a new client in the office yesterday He’s 70 years old, Sold his business a few years ago. No children. Hundreds of thousands of pounds sitting in investments, growing each year – untouched. He had shared with a friend the previous evening that when he was at primary […]
View Article“It Feels Like Throwing Money Away” I spoke to a group of young business owners last week about tax-efficient ways to take money out of their businesses. Great conversation – but when pensions came up, a couple pushed back. *”It feels like I’m throwing money into a pot I’ll never see again.”* I get it. […]
View ArticleTwo client conversations today really stood out for me. The first was about a niece who had recently come into an inheritance. She’d used the money to buy a beautiful new home complete with turrets (!!), a grand spiral staircase, the works. What struck me wasn’t the house itself, but where the money had come […]
View ArticleI recently came across a quote by Derek Sivers: “If knowledge was enough, we would all be billionaires with six packs.” Most of us already know what we should be doing. You know you should spend less than we earn. You know you should invest for the future. You know you need to be […]
View ArticleHad a great conversation on the Adviser 3.0 podcast chatting with Abraham Okusanya in London recently. Here it is – enjoy 😃 What happens when someone who never planned to join the family business ends up leading it? In the latest episode of Adviser 3.0, host Abraham Okusanya sits down with David Gibson, Managing Director […]
View ArticleLast weekend, Gibson Financial Planning had the privilege of co-sponsoring a fantastic event focused on mindset and performance in business. This time last year, a friend of mine was sponsoring the event and promoting it on social media. I missed the it, but saw his posts and became aware of the work Seamus Fox was […]
View ArticleI love this client story – they came on board with us last year. Business was great and they had just agreed the purchase of their dream home. They enjoy a great lifestyle but there was a nagging fear that it might not be sustainable down the line… Tom was emotional as he told me […]
View ArticleShame and Guilt – blocking Wealth Building Most conversations about wealth building focus on behaviour: budgeting, saving, investing and planning but rarely emotion. Shame and guilt can have a massive influence on our decisions, and they are frequently woven into the money scripts we pick up early in life. If you’ve ever looked at your […]
View ArticleFinancial Planning, Money Scripts and Money Mindsets, Retirement
Transitioning into retirement is rarely easy. I met with a client earlier today who is fast approaching her planned retirement and feels deeply uneasy about the shift ahead. On paper, she has sufficient resources to last her lifetime. She has saved consistently, planned carefully and done everything “right”. She said to me: “I know […]
View ArticleI’ve always felt a real energy when I’m working with a couple on their financial future and both of them are fully engaged in the process. You can see it immediately. The conversations are better, the decisions are clearer, and progress feels more intentional. I’ve seen the difference it makes when money stops being an […]
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