As demand for domestic and international financial advice continues to soar, more must be done to attract young talented individuals into the financial services industry, to prevent advice becoming a privilege exclusively for the wealthiest …Read More
Due to continued demand from expats based in the UAE and Middle East in general who are considering acquiring a mortgage in the UK, I have created a list of Frequently Asked Questions (FAQs) that can assist with many of …Read More
Further to my recent blogs around retiring in “Switzerland” and “Germany”, I have now explored and enclosed my top 10 tips for retiring in Spain.
Thousands of expatriates make the decision to move to Spain every …Read More
The expat dream remains very much alive and very real amongst Brits, with a series of independent polls and official statistics. This suggests a continued upward trend of UK citizens seeking or actively committing to leaving Britain.
With …Read More
It’s surprising how many people live their lives living in the same house, doing the same job, taking the same route home each evening… its human nature, it’s what we know… its routine!
This blog focuses …Read More
People often ask, what makes great firms stand out from the crowd; what differentiates them from the competition?
The answer is as simple as it is complex – great customer service.
To encapsulate how we should and …Read More
A recent study of a significant number of business leaders addressed what makes an employee stand out.
I can confirm that it wasn’t how late somebody stayed, or how many qualifications one holds, or even their …Read More
You are on your way back to the United States after spending some time living outside the country. No matter what takes you back, the first step is always to establish yourself financially and set …Read More
If you read my recent blog “Direct investing vs. active financial advice” I have published the following blog on Why staying cash carries risks. Look back to the year 2000, and you might understand why …Read More
Now that we understand “why so many people retire abroad”, and also understand the “important factors to consider when preparing for retirement” I do believe that one of the most appealing locations to retire is …Read More
Further to my recent blog “Why relationships are so important to financial advice” I believe it be equally important that we understand the difference between direct investing and active financial advice.
Many investors prefer to make …Read More
Learn here the top 6 tips to turn your 2017 failures into success for 2018…
Successful people have two areas of focus: the present moment and creating the future that they desire. When you have setbacks, …Read More
When you are considering investing your money, having a solid relationship with a financial adviser is not only ‘helpful’, it can be fundamentally important as well. Most investors depend on their financial adviser to provide …Read More
If you have read my recent blog “Why people spend on annual holidays rather than save for their retirement” you will know that many people in retirement would like to relax, savour life, and enjoy …Read More
Having recently released my most recent blog “Why people spend on annual holidays rather than save for their retirement” I believe it would be great to expand further on the Retirement “awareness” with being “money …Read More
Following on from my recent blog “Habits of Successful Investors”, I believe that Behavioural finance is the study of the psychology that affects financial decision-making. In most situations, emotions play a role in investment decisions.
Often, …Read More
It might not be the average Christmas conversation, and can seem daunting, however spending 30 minutes discussing your life insurance will be more valuable than you can imagine.
Many people go through life quite comfortably without …Read More
“Stress is when you wake up screaming and you realise you haven’t fallen asleep yet” – Anon.
It’s a well-known fact that insufficient sleep can have many negative influences on peoples’ lives. Sleep deprivation affects decision-making, …Read More
“How did you go bankrupt?” “Two ways, gradually and then suddenly” – Ernest Hemingway, ‘The Sun Also Rises.’
In this famous quote, the influential 20th century author, in one of his most revered novels, says that going …Read More
There’s a great deal of competition for clients in the financial sector. With prospective clients hard to come by and every lead mattering, financial advisers need to step up their game and begin to offer …Read More