The Twelve Blogs of Christmas - and Financial Freedom
This Christmas, be your own true love and give yourself the gift of greater financial freedom. Can you commit to investing just 17...
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Julia Goodfellow-Smith
- Dec 3, 2021
- 3 min
What is ESG investing?
Would you work for a company that poured a chemical soup into your local river, killing fish and harming local people? Would you buy from...
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Julia Goodfellow-Smith
- Nov 25, 2021
- 4 min
Is property a good investment?
In this week’s blog, we tell a few stories about our own and other people’s experiences of buying and renting property to illustrate some...
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Julia Goodfellow-Smith
- Nov 19, 2021
- 3 min
How to Manage Debt
In our blog about financial wellness last week, we talked about the importance of not having too much debt. This week, we want to explore...
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Julia Goodfellow-Smith
- Nov 10, 2021
- 2 min
What does financial wellbeing mean to you?
Do you suffer from money-related stress? If so, you’re not alone, whether or not you are a high earner. Aegon has recently reported that...
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Julia Goodfellow-Smith
- Oct 29, 2021
- 4 min
Financial Planning is Liberating!
Financial planning can change lives! This is the first of our blogs telling an in-depth true-life story about just how much of a...
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Julia Goodfellow-Smith
- Oct 15, 2021
- 5 min
Six essential lessons for financial security
In Keren-Jo Thomas’ thirty years of working with clients from all backgrounds and with different levels of wealth, she has only come...
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Julia Goodfellow-Smith
- Oct 8, 2021
- 3 min
Cash - a safe bet or a risky business?
In Keren’s experience as an independent financial advisor, she has found that women generally hold more in cash savings and less in...
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Julia Goodfellow-Smith
- Oct 1, 2021
- 3 min
Can you rely on your state pension?
Julia’s state pension in the UK has recently been forecast at £9,371 a year – just under £800 a month, from the age of 67. As Julia owns...
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Julia Goodfellow-Smith
- Sep 22, 2021
- 3 min
Who Needs a Lasting Power of Attorney?
Elizabeth’s story Imagine the shock. Your fit and healthy husband in his early forties has had an accident while he is out mountain...
51 views1 comment
Julia Goodfellow-Smith
- Sep 10, 2021
- 3 min
Mighty oaks from little acorns grow (given enough time)
When Keren was just 21, she did one of the cleverest things she has ever done – and she didn’t even know it at the time! She started to...
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Julia Goodfellow-Smith
- Sep 3, 2021
- 2 min
Financial planning starts with life planning
In this blog, we ask you to consider three big questions that will help you to determine what is most important to you. This is because...
63 views0 comments
Julia Goodfellow-Smith
- Aug 27, 2021
- 4 min
How full is your bucket?
Chatter and laughter accompanied dinner as two old friends caught up with each other’s news. Keren told her friend Ida about how she was...
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