Thanks but….

Thanks but….

Now and then we meet people we can make a massive difference to but who cannot bring themselves to be helped. They are often wealthy and have many accounts with many providers and a pot-pourri of investments which they chose and manage themselves. Most advisers and...
Money and DIY

Money and DIY

An interesting analogy came to me the other day –  DIY around the house and financial planning. In today’s market place the tools and guidance available to us are absolutely superb. There is no reason why a professional outcome cannot be achieved time after time. But...
Temperament vs intellect

Temperament vs intellect

Temperament is defined as “a person’s or an animal’s nature as shown in the way they behave or react to situations or people.” Whereas intellect is “the ability to think in a logical way and understand things, especially at an advanced level; your mind.”...