When is the best time to make a financial plan?

I do like a good proverb.  The best are initially counter intuitive, and yet reveal their wisdom after a few moments consideration. Take this nugget, for example:  Always do your marketing when you are busy. That seems daft on first reading. I can’t do my marketing when I’m busy, because I’m busy! And yet the … Continued

Hocus POTUS: The Magic of Markets

This time last year I was trying to put together a communication entitled “Let’s not be frightened of bears”.

It was written partly in response to a somewhat cavalier warning from a well-known financial institution that investors should sell all their equities and invest in bonds; admittedly the article worked the metaphor quite hard, but it also contained a serious message about holding one’s nerve during the bear market* we were experiencing at the time.

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Divorce and Separation

The New Year often brings new beginnings. For divorce lawyers, there is often a surge in divorce enquiries as a result of spouses planning to break up following the Christmas holidays. Statistically one in five married couples consider separating from their partners after the festive period.

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Ye Ovation Away Day

We spend quite a lot of time thinking about ways we can improve all aspects of our business, including the service to clients. Yesterday we held the latest in a series of Project X meetings (working title), all about how we can change Ovation for the better.

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A Star Rises

It’s no secret that there is a shortage of new blood in our industry. The average age of a Financial Planner in the UK is 58, compared with 44 for Barristers and 39 for Doctors. Imagine, then, our delight when one August morning in 2015 we found ourselves interviewing Tom Morris…

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Up The Creek

As has been mentioned on the podcasts, a few year ago I purchased an impulse canoe.

When I was aged 13 I and two friends asked our respective parents for a canoe for Christmas. We would take them to the river in the Somerset village in which I grew up. We never did any ‘proper’ canoeing, just pootle around in a particularly wide part below a weir while other friends swam

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Blog: How to Invest with Success…

It might sound obvious, but it is crucial that you consider the benefits and possible drawbacks whenever

you’re making an investment decision, as a recent and awful news story highlights in this post.

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March 29, 2019

Episode 48 – The Money Plan with Warren Shute

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode … Continued