by Town Close Financial Planning | Feb 21, 2023 | General News
2024 marks 30 years of me working in financial services, I started as a Trainee Broker Consultant at the Croydon branch of Scottish Equitable in October 1994. What lessons have I learned? More than I can remember, but below are 30 that came to me when I gave it a... 
by Town Close Financial Planning | Feb 21, 2023 | General News, Investment News
“Bernie The Wizard” is not my attempt at a children’s story. “MADOFF: The Monster of Wall Street” is now on Netflix and well worth watching. I enjoyed it so much I bought the book “Bernie Madoff: The Wizard Of Lies” by Diana Henriques who features in mini-series. The... 
by Town Close Financial Planning | Feb 15, 2023 | General News
A couple of thoughts… Simplicity Your financial plan needs only three sections: 1 – Who is the money for; 2 – What is the money for; 3 – When it is needed. Anything else is superfluous. 1 page of A4 will do it. Buy simplicity not... 
by Town Close Financial Planning | Feb 1, 2023 | General News
Three good articles that caught my eye recently: Human Progress – Time Equality Is Increasing Dramatically: Perhaps we would feel better if we compared ourselves to who we were yesterday and not who our neighbour is today? Nick Maggiulli – Proof Of... by Town Close Financial Planning | Feb 1, 2023 | General News
These two ideas passed through recently…. Don’t… Prescribe without diagnosing Diagnose without listening Listen without questioning Question without permission Slow down to move forward quicker I find that more I slow down the quicker... by Town Close Financial Planning | Jan 18, 2023 | General News
A couple of things that came to me recently…. “The 28 Laws Of Attraction” There are some great points in “The 28 Laws Of Attraction” by Thomas J. Leonard – I recommend at least a thorough scan of this book. These thoughts about “value” jumped...