Learn to enjoy your money

As a Wealth Strategist, one of the things that you learn at a very early point is that it is not the amount of money you have that makes you happy, it’s what you do with it that gives the enjoyment. And, although the richest clients are not necessarily the happiest, it is also true

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What motivates a successful entrepreneur?

Entrepreneur noun 1. a person who sets up a business or businesses, taking on financial risks in the hope of profit. As George W Bush once allegedly said when discussing the decline of the French economy. “The problem with the French is that they don’t have a word for entrepreneur.” No one gets to the

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Financial Planning in your 20’s

Financial planning is all about setting plans and expectations.  Imagine you’re starting a business. A business plan is essential in order to acquire funding, renting office space, and generally getting started. Most of us learned this by the time we were sat in GCSE Business Studies and perhaps we have even had experience writing one.  However, so many people don’t follow this for their

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Powerful strategies to maximise your inheritance

Inheritances can provide a real springboard for future generations. They can give much-needed capital to buy property, start businesses, or just assist in improving day to day living. However, it requires specific strategies to be in place to maximise and maintain these funds through the generations. This article looks at the way parents can ensure

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Behavioural Finance – Emotion vs. Rationality

Behavioural finance is the study of how human behaviour, driven by emotions and sentiment as much as rational decision-making, affects how we act in relation to our investments and financial decisions.  Whilst there is clearly underlying rationality to financial markets and how assets are priced, the human element must be considered as part of this

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