The role of a financial planner is to help you gain clarity over your future and then plot a path to get there. 

This process uses a variety of skills and knowledge, including:

  • Coaching skills – to help clients better understand their own objectives and motivations
  • Financial forecasting – putting those objectives and motivations into numbers. What could the future look like?
  • Technical knowledge of areas such as tax and pensions
  • Investment management
  • Applying rigour – we like to joke that we meet clients at least once a year whether they like it or not!

Blog: Interesting Times

We live in interesting times – a guest post from Nick Elston takes a look at the different stages of this ‘storm’ and how we can choose to move forward

Posted by:
September 29, 2020

Episode 66 – The Biology of Happiness

Can we increase our wellbeing through a biology lesson? In this episode Chris, David and Producer Tommo explore the science behind the chemicals in our brains responsible for happiness. With plenty of takeaways on sensible ways to increase our wellbeing, a Bage’s Bias and a special little guest in the #tightasstommo segment, it is easier … Continued

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