Your Journey Is Not Straight
At the end of October 2023, the owner of the business I had helped build told me he had sold it to AFH.
Important: These blogs are for educational and illustrative purposes. They do not constitute regulated financial advice or personal recommendations.
Money Wise UK® and CRP® are registered trademarks. No part of this website, including calculators, tools, templates, text, or podcast audio, may be reproduced, distributed, or transmitted without prior written permission.
Was this worth a coffee? Not a flat white. Just a regular, sensible £2 coffee. If this helped, feel free to buy me one. If it didn't, keep your money — that's only fair.
Active or Passive? Why the Real Answer May Be a Blend
For much of the past 15 years, low-cost passive investing has been difficult to argue against.
Recipes vs Reality: Why Consumer Duty Demands Creative Thinking
We process an enormous amount of information in financial services.
Complexity vs Simplicity: Do Retirement Income Solutions Need to Be Complicated?
I am on something of a mini mission.
New Labour Leader: What Could Change for Tax, Pensions and Financial Planning?
Was this worth a coffee? Not a flat white. Just a regular, sensible £2 coffee. If this helped, feel free to buy me one. If it didn't, keep your money , that's only fair
Not a Penny More, Not a Penny Less: Five Timeless Investment Lessons
I was recently asked to review the final book Jeffrey Archer is writing. While reading it, I was reminded of just how good a storyteller he is.
Should Financial Adviser Firms Be Frustrated by FCA Updates?
When I started Money Wise UK and began helping IFA and financial planning firms, I did not expect the volume of papers, reviews, consultations and updates that would come out of the FCA.
Biases: We All Have Them – But Should They Shape Our Decisions?
We all have biases.
Retirement: What Should It Look Like?
Over the last couple of years, I have been on a journey to understand what retirement planning should really look like.
Searching for a Binary Outcome
We process an enormous amount of information every day.
Got a SPIVA Mate?
Over the last two years, I have been on a real journey around investing.
Understanding Retirement Income: The Journey Matters More Than the Strategy
I recently spoke to Emma Mogford at Premier Miton on the Money Wise UK podcast. We were discussing risk, and I asked a fairly extreme question: what happens to retirement income if markets drop by 50%?