Partner Practice of
St. James's Place Wealth Management
 

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!