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Live in the past to get better with money
What’s your approach to time? Most life coaches will attempt to convince you of the benefits of living in the […]
Julia Docker
Jul 21, 20142 min read
Is your BMW causing an unhappy retirement?
As a BMW driver, I was slightly perturbed to read at the weekend that this particular marque is the most […]
Julia Docker
Jul 20, 20142 min read
Retirement planning? What retirement planning?
A study conducted by Aviva last week concluded that one in ten say they will ‘work until they drop’. This […]
Julia Docker
Jul 17, 20141 min read


Sharp rise in inflation
The latest price inflation figures from the Office for National Statistics (ONS) show a sharp rise in the year to […]
Julia Docker
Jul 15, 20141 min read


The family finance talk
Have you had a full and frank conversation with your adult children about money; the family finance talk? A new […]
Julia Docker
Jul 9, 20142 min read


The cost of being a pensioner
How much does it cost each year to be a pensioner? According to new research from Key Retirement Solutions, the […]
Julia Docker
Jul 8, 20142 min read


What do you want from your financial adviser?
I had an interesting call from a gentleman on Friday morning. He already has an adviser providing him with independent […]
Julia Docker
Jul 7, 20142 min read


Editing the documentary
The production of our feature-length documentary about the Baby Boomer generation reaching retirement has entered a really interesting stage. We […]
Julia Docker
Jul 3, 20141 min read


What are your goals for the rest of 2014?
Happy second half of 2014! Wow, where did the past six months go? It seems like only yesterday that we […]
Julia Docker
Jul 2, 20143 min read


Cash flow forecasting
We have recently completed a report for a client who is currently going through a divorce. Our client has her own […]
Julia Docker
Jun 30, 20142 min read


Interest rates & unreliable boyfriends
I don’t have any personal experience to share when it comes to unreliable boyfriends; one or two examples from my […]
Julia Docker
Jun 25, 20142 min read


Would you like to back a movie?
After eight months and over 60 hours of filming, our feature-length documentary about the Baby Boomer generation reaching retirement age […]
Julia Docker
Jun 11, 20142 min read


Closing an IHT planning loophole
Back in December 2013 I wrote a blog about HM Revenue & Customs (HMRC) closing an inheritance tax planning ‘loophole’ […]
Julia Docker
Jun 9, 20142 min read


Personal finance news roundup
This is our first weekly personal finance news roundup, for the week ending Friday 6th June 2014. It is our […]
Julia Docker
Jun 6, 20142 min read


The secret is in your chimp
I watched a programme last night on how we actually think and why we behave irrationally. One particularly interesting part […]
Julia Docker
Jun 6, 20143 min read


Tax and legal aspects of business
We received the good news this morning that our financial planning director Andrew Neligan has passed his latest exam, JO3: […]
Julia Docker
Jun 6, 20141 min read


12 reasons why you need a Financial Plan
There are 12 reasons why you need a Financial Plan. If you have received advice from an Independent Financial Adviser […]
Julia Docker
Jun 2, 20142 min read


Finance theme in the Saturday newspapers
The front pages of the weekend papers carry a finance theme this sunny Saturday morning. Starting with FT Weekend is […]
Julia Docker
May 31, 20142 min read


Too poor to save?
Are you too poor to save any money each month? According to a new report from The Post Office, the […]
Julia Docker
May 29, 20142 min read


Financial cost of obesity
I used to be obese. Until a couple of years ago, for a few years at least, I had allowed […]
Julia Docker
May 28, 20142 min read
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