A friend’s recent blog post resonated with my own thinking on how we spend our accumulated wealth. Often I meet wealthy clients with a very healthy and easy relationship with their money – it doesn’t have a hold on them. Other clients are afflicted by worry and a desire for more even though they want […]
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Most of you will have heard of Warren Buffett, one of the world’s richest men, and a very respected and seasoned investor. He’s usually worth listening to and I read some exerpts from his annual letter to investors in his company, Berkshire Hathaway. The original article can be found here. You cannot turn your back […]
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Interesting stuff – give me a ring on 02870351164 or ping me an email david@gibsonfp.com to discuss:
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Great Article from MarketRiders: “The law of compound returns is a force of nature and understanding this concept is critical to your success as an investor. It is how the rich keep getting richer, but maybe not how you are led to believe. Simply put, the law of compound returns says money left alone creates […]
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I’ve advised a number of teaching professionals over the past 18 months who are approaching their normal retirement date, considering retiring early or accepting a voluntary redundancy. Their main concern tends to be uncertainty about the future and the impact of their decision to leave employment on their financial future. That’s where we come […]
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People who make bad money decisions can often rationalise them. Here are 10 common excuses. Human beings have an astounding facility for self-deception when it comes to their own money. We tend to rationalise our own fears. So instead of just recognising how we feel and reflecting on the thoughts that creates, we cut out […]
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I was listening to BBC Radio 4’s You and Yours yesterday on the way to a physio appointment (O the glamour). Appearing on the show wasLee Hendrie, a premier league footballer who went bankupt in 2010. He lost £10 million on property deals and was left with debts of around £1 million. It is so […]
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I was at a series of seminars in Birmingham last week. One of them discussed the different generational needs of clients. Many of our clients are Baby Boomers (born 1946-1964) with an increasing number in Generation X (1965-1979). I am part of Generation X and my wife is Generation Y. Our two children belong to […]
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I came across this article in a blog recently and found it very useful. It certainly reflects what I’ve found when I’ve looked into how our wealthiest clients accumulated their wealth. There are 7 common factors to those who build net fortunes of one million dollars or more. In America, there has never been more […]
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We believe that an ISA should always be considered if you have money to invest. Within a stocks and shares ISA you pay no capital gains tax and no further tax on any income. You can make withdrawals whenever you need. The current tax year ends on 5 April and the chance to shelter up […]
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