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Active listening: Nick’s lockdown diary
It has been several months now since the football season came to an abrupt end. The last match for the […]
Julia Docker
May 26, 20202 min read
Investing in a Post-Normal World
Some odd things happened in the financial world after the Banking Crisis. Back then, Quantitative Easing was just a bizarre […]
Julia Docker
May 26, 20203 min read


Belly like a trampoline
One of the real downsides of lockdown is not being able to have cuddles with my grandchildren! While I get […]
Julia Docker
May 18, 20201 min read
Deferring State Pension – a good idea?
What factors should you consider when deferring State Pension? If you were born shortly after 6th August 1954, you would […]
Julia Docker
May 12, 20203 min read


Lunch in the driveway: Nick’s lockdown diary
Well, that’s another week of working from home completed. So far we have been lucky with the weather, but as […]
Julia Docker
May 11, 20202 min read
Battling with pigeons: Nick’s lockdown diaries
Over previous weeks, I have waxed lyrical about the Robins nesting next to the kitchen door, taming them to eat […]
Julia Docker
May 6, 20202 min read
How the taxman helps you to help your family in these difficult times
In my last couple of blog posts, I have looked at how you can give financial assistance to your children […]
Julia Docker
May 5, 20204 min read
May 2020 Investment & Economic Update
In our latest monthly investment update for May 2020, we take a look at how the global investment markets, economy […]
Julia Docker
May 3, 20204 min read
Don’t believe the headlines
One of the consequences of the coronavirus pandemic is a global economic slowdown, with consequential investment market reaction. Between 17th […]
Julia Docker
May 1, 20202 min read


Nick’s lockdown diary: Community spirit
Another week of lockdown! I have kept up with the regular walking and this morning, after some very heavy rain […]
Julia Docker
Apr 29, 20202 min read
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


Cranleigh daily walk: Nick’s lockdown diaries
I imagine we are all aware of the acceptable reasons for leaving home during this lockdown. I can work from […]
Julia Docker
Apr 24, 20204 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
Do you recognise this daily routine?
Thank you to our client Andrew for sharing with us details of his daily routine in lockdown: Dear Nick In […]
Julia Docker
Apr 20, 20201 min read
Nick’s lockdown diaries: Beaujolais Cote de Brouilly
It’s the end of week five of working from home and what a week it has been. We have enjoyed […]
Julia Docker
Apr 17, 20202 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
Nick’s lockdown diaries: baby Robins
As we approach the end of the third week of “lockdown” and my fourth week of working in isolation at […]
Julia Docker
Apr 13, 20202 min read
Should I be making investment changes right now?
Sometimes it can be hard to do nothing, mainly when so much seems to be changing – especially when it […]
Julia Docker
Apr 8, 20203 min read


Routine and things I miss
It’s my fourth week of working from home, and I now have a fixed routine each day. Get up, have […]
Julia Docker
Apr 6, 20202 min read
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