Achieving Fellowship of the Personal Finance Society – "Why would you not?"

Earlier this year, our Paraplanning Team Manager Jane Dring-Morris achieved Fellowship with the Personal Finance Society. As the highest award to be achieved with the PFS, we're very proud of her and think it's very well deserved. Here's Jane's story on why she decided to go for it and what she took from her journey.

When I'm 64, what should I do with the rest of my life?

Will you still need me, will you still feed me,

When I'm sixty-four?

This verse from the famous Beatles song captures the youthful view of retirement, but in the 57 years since it was written it seems that 64-year olds are younger than they ever were. What happens if you aren't ready to retire at 64? Andy explores the answer in this post.

Why we won't take you too seriously

I've worked with a coach, John Dashfield, for many years and he kindly sent me a copy of Steve Chandler's book 'Death Wish'. In it, Steve describes his journey through addiction to 'a glorious life'. Whether you consider yourself an addict or not, it's an interesting read.

 Andy reflects on whether we take life a little too on the serious side.

Our new Foundation is up and running and has made its first grants

Hooray! It's a bear market. Why market declines are to be welcomed

Since December 2021, our clients investment portfolios have generally fallen in value by 15-20% from their previous highest point as at the time of writing. This is what investors call a 'bear market'. Many people see this as a worrying time, however we have a different take on it. Read our post to find out why.

Here are some of the posts sharing some of our Team's achievements throughout the year.