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Practical steps to help your family in these difficult times
In my previous post, I suggested that the first thing you should do if you are worried about your children’s […]
Julia Docker
Apr 28, 20205 min read
What’s the best way to help my family in these difficult times?
Over the last couple of weeks, my conversations with clients have changed. When we started to realise how serious the […]
Julia Docker
Apr 23, 20203 min read
Supporting investment decisions
In light of recent stock market volatility, the role of the Financial Planner in supporting investment decisions has never been […]
Julia Docker
Apr 16, 20203 min read
What to do when your emergency fund runs low
On page 1 of “Financial Planning for Dummies”, it tells you to create an emergency fund for a rainy day. […]
Julia Docker
Apr 15, 20202 min read
Coronavirus driving business change
Cranleigh is one of the several villages that claim the title “largest village in England”. It nestles at the foot […]
Julia Docker
Mar 18, 20202 min read
Warning: Scammers taking advantage of Coronavirus
There’s probably nothing that a scammer won’t try to capitalise on, and the feeling of panic which has been induced […]
Julia Docker
Mar 16, 20202 min read
What happened in the Budget at lunchtime today?
To give new Chancellor Rishi Sunak credit where it’s due, that was a packed Budget for someone only given the […]
Julia Docker
Mar 11, 20201 min read
Emergency fund in your pantry
As Financial Planners, we often drill home the importance of a cash emergency fund. The received wisdom is to hold […]
Julia Docker
Mar 7, 20202 min read
When the intangible becomes tangible
One of the challenges that we face as Financial Planners is that most of what we deal with is intangible. […]
Julia Docker
Mar 6, 20202 min read
Are you dreaming enough?
I have a confession. When I wake up in the morning, I have no recall of any dream that I […]
Julia Docker
Mar 4, 20202 min read
Budget tax raising possibility
There’s a Budget coming, which could feature some exciting announcements, including the possibility of Budget tax raising. Newly appointed Chancellor […]
Julia Docker
Feb 26, 20203 min read
What’s your biggest Financial Planning question?
We’re in the business of providing answers to the biggest Financial Planning question for each client. When clients work with […]
Julia Docker
Feb 21, 20202 min read
Understand needs and wants
What is the difference between a need and a want? At a recent conference run by Distribution Technology, a senior […]
Julia Docker
Feb 6, 20203 min read
Green Tuesday should replace Blue Monday
This week, we experienced the so-called Blue Monday; a day when, having got over the festivities of Christmas and the […]
Julia Docker
Jan 21, 20203 min read
Meet Your Future Self!
If you were to meet your future self, would you recognise him or her? Would you care about them? Would […]
Julia Docker
Oct 29, 20193 min read
How to Choose a Financial Planner
I fully accept that I’m going to be a little biased here. After all, I’m a Financial Planner, and I […]
Julia Docker
Oct 8, 20193 min read
Which Mistake Would You Rather Make?
In his book, Boombustology, Vikram Mansharamani sets out how you might be able to identify that an investment bubble is […]
Julia Docker
Oct 7, 20192 min read
Income Replacement Rule of Thumb
The received wisdom in financial planning is that you should make sure that your income in retirement is more than […]
Julia Docker
Jun 24, 20193 min read
Moving to Petersfield
When we opened our new office, it coincided with Ron and Lyn selling their home in Midhurst and moving to […]
Julia Docker
Jun 12, 20195 min read
Your Mental Time Horizon and Why It’s Important
Before you read any further, imagine a day in the future. Don’t think much about it, make a note of […]
Julia Docker
Jun 10, 20192 min read
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