Julia Goodfellow-SmithDec 20, 20213 minThe Twelve Blogs of Christmas - and Financial FreedomThis Christmas, be your own true love and give yourself the gift of greater financial freedom. Can you commit to investing just 17...
Julia Goodfellow-SmithDec 3, 20213 minWhat 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...
Julia Goodfellow-SmithNov 25, 20214 minIs 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...
Julia Goodfellow-SmithNov 19, 20213 minHow to Manage DebtIn our blog about financial wellness last week, we talked about the importance of not having too much debt. This week, we want to explore...
Julia Goodfellow-SmithNov 10, 20212 minWhat 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...
Julia Goodfellow-SmithOct 29, 20214 minFinancial 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...
Julia Goodfellow-SmithOct 15, 20215 minSix essential lessons for financial securityIn Keren-Jo Thomas’ thirty years of working with clients from all backgrounds and with different levels of wealth, she has only come...
Julia Goodfellow-SmithOct 8, 20213 minCash - 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...
Julia Goodfellow-SmithOct 1, 20213 minCan 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...
Julia Goodfellow-SmithSep 22, 20213 minWho 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...
Julia Goodfellow-SmithSep 10, 20213 minMighty 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...
Julia Goodfellow-SmithSep 3, 20212 minFinancial planning starts with life planningIn 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...
Julia Goodfellow-SmithAug 27, 20214 minHow 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...