Partner Practice of
St. James's Place Wealth Management
 

Keeping your financial cool in the coronavirus pandemic

The term ‘rollercoaster’ doesn’t begin to come close to what most of us have been through over the last few weeks as the reality of the coronavirus pandemic has taken hold. In such turbulent times, it can be tempting to make immediate decisions – but it’s never been more important to stop, take stock and make considered plans for both the known and the unknown, the immediate and the future.

Turning coronavirus quarantine into a positive: 5 life goals to achieve if you’re stuck at home

If you’re reading this, the chances are you’re either in formal quarantine or self-isolation as a result of efforts to curb the spread of COVID-19. You’ve probably also got bored of endless boxsets and are beginning to get cabin fever. While none of us wants to be cooped up at home, this enforced go-slow provides an unprecedented opportunity to tackle all those life chores that most of us put off. So why not turn this time into a positive to get your life more streamlined and organised than it’s ever been before?

Have you become High Net Worth without realising it?

What exactly is a High Net Worth Individual? It may surprise you to know that there is no set definition, but many professionals and middle managers may become High Net Worth as they approach their fifties without even realising it.

Are you an ostrich when it comes to financial planning?

There are lots of reasons why you might want to stick your head in the sand when it comes to thinking about your financial future – in fact many of the clients I work with admit it’s something they should really have sorted out a long time ago. But they also agree that the fear or inertia that prevented them from taking action disappears once they have a financial plan in which they have confidence.

Why I like to work backwards

‘Let’s start at the very beginning, a very good place to start.’ So advises Maria in The Sound of Music. But for me, the best place to start is the end – here’s why.

Don’t understand your pension? Don’t worry – you’re not alone

One of the most common things that I hear from people when I first meet with them to consider their financial planning is “I don’t understand my pension!” In fact, a lot of people will admit they’ve never sorted out their pensions properly because it seems too daunting.

The financial advice I would give to my 20-year-old self

If you’re anything like me, when you were in your 20s, planning for your long-term financial future was probably the last thing on your mind. But, if I could go back in time, there’s some financial advice I would love to give my 20-year-old self – if only she would listen!