Rita and Geoff

Rita and Geoff were recommended to us by a solicitor we have worked with for many years. Rita is also a solicitor, in her late-50s, and is planning on retiring in a couple of years. They needed some clarity on the level of income their pension could provide, and wanted to release a lump sum … Continued

Bob & Sue

Bob & Sue were recommended to us by a long-standing client. They were in their late 50s, and owned businesses they were keen to sell so they could retire and spend more time with their family. They had an idea of the value of their business, but didn’t know how this translated into an income … Continued

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Blog: The Fastest Budget Summary in the West! 

We always find the race to produce a budget summary a little dull and whatever happens life still goes on. This year we thought we would take a tongue-in-cheek look at what it might mean for you, a whole day before the announcement from Phillip Hammond.  

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October 28, 2018

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