Todays topic is BUDGETING! Aimed for young people at high school and university age.. 

If we could remove financial products from the conversation (at least initially) and not give into crystal ball gazing or making predictions, but engage in conversations that put the hopes, wants, and aspirations of the individual and their family right at the heart of the conversation wouldn't that be more helpful?

Mark explains Lifestyle Financial Planning.

If you've any questions or comments feel free to contact us on 02837526923 or [email protected].

Mark's Tips for preparing to meet with a Financial Planner.

If you've any questions or comments feel free to contact us on 02837526923 or [email protected].

Why do you need a plan? Tune in and hear Mark’s three reasons why.

If you've any questions or comments feel free to contact us on 02837526923 or [email protected].

We were inspired by our legal partners at Solidus and recently held a workshop (our first!) to discuss a few legal, financial, and practical steps you could take now during lockdown to protect your assets. These tips should make things a little easier for your family should something happen to you. See below for the link to the recording of the workshop, check it out, and if you've any questions feel free to contact us on 02837526923 or [email protected].

We hope to address some questions around the difference between financial planning and financial advice.

Just a quick episode to let you know who we are, where we're based, and what we can do to help you!