Making The Most of Your Money

In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations. We will talk to you about your future. Where you are now, and where you want to be. Maybe stretch things, encourage you to dream a little. We use our coaching skills to help you define and refine where you are headed, maybe even challenge you a little. Sometimes clients then want a little more detail. We can use:

  • Cashflow modelling techniques to illustrate what might happen to your finances in the future, and thereby encourage the dreaming
  • Tax planning to make sure you are using all the allowances the Government provides
  • Pension planning to make the most of an asset which for many people will be their second largest after their home
  • Coaching to help you answer questions such as ‘how much is enough?’

In fact we will probably have a view on most things you can throw at us. Ovation – never too far from an opinion!

Blog: A New Reality

It’s now just over a month since our last Coronavirus article. During that time, the virus has been declared a pandemic and we’ve continued to see stock market volatility.  Although the direction has been downwards over the last month, we are seeing moments of growth which is positive to see, especially over the past week. A … Continued

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March 27, 2020

Episode 60 – Interview with The Financial Healer, Mark Bristow

Episode 60 – Interview with The Financial Healer, Mark Bristow   How damaging can our relationship with money be? Chris, David and Producer Tommo have a chat with Mark Bristow, The Financial Healer, about how we can uncover and challenge our self-limiting beliefs. From great #tightasstommotips to David’s excessive use of Bristol Rovers player names … Continued

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