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As of today, with 19 five-star Google reviews and countless written testimonials, I’ve learned something important: clients don’t...

Last week, I sat across from a 62-year-old client who had just inherited a large sum from his mother’s estate. During our conversation,...

Following my recent blog about the BBC story where a mother went to prison for stealing her daughters' inheritance, I’ve received dozens...

A recent BBC News story stopped me in my tracks. Two sisters, Gemma and Jessica Thomas, watched their mother Katherine Hill receive a...

Last month, I had two very different conversations about market volatility that perfectly illustrate why time horizon changes everything...

When quantifying financial provision in claims under the Inheritance (Provision for Family and Dependants) Act 1975, practitioners face...

Picture this scenario: you're a grandparent with £50,000 to invest for your granddaughter's university education. You could put it in a...

After forty years of diligent saving and careful planning, you've finally reached retirement. The gold watch has been presented (or more...