3 Ways your Financial Adviser can help you to save tax

Tax planning has never been one of the most exciting topics – even if you are an accountant, which I’m not. But that doesn’t mean that you should move it to your ‘round tuit’ pile and not consider it further.


Would you rather be wealthy or rich?

The majority of people think that ‘wealthy’ is simply just another word for rich. Whilst the two are often linked I’m going to talk today about why becoming wealthy is rarely about the money. What?


The Wrong Type of Leaves

Rather like the wrong type of leaves being disruptive to the rail network – the wrong type of clients can be detrimental to your business. It can take ages for business owners to realise this, when they start out they are excited about their new venture and keen to prove to the world that they […]


How I got back in my skinny jeans after 15 years

Like most women, my body shape at 31-and-a-bit was not what it was at 18, with extra pounds where not wanted and clothes that I couldn’t wear, but refused to throw out.


Social Media Visibility

When you are passionate about what you do, believe in your capabilities and are confident that you are good at your job – you want to share it with everyone.


Is there room in 2017 for a Fairy Tale?

Given the choice, I’d be Sleeping Beauty. An idyllic childhood living with ‘aunties’ in a forest, before a single slightly uncomfortable encounter with a spinning wheel and a sleep for 100 years. Awakened by the kiss of the prince, to live happily ever after. Got to be better than being a skivvy for years on […]


The importance of decent support

I went through a single-sex education in the grammar school system, where it was drummed into us that we can achieve anything, as long as we are polite, prepared and hard-working (and obviously not wearing black bra under a white shirt).


I want to be a llama!

And so she swished her flowing locks… the star of the moment… posing for the camera… No, not me, the llama! 


Standing Out from the Crowd

The financial services industry is very male dominated, now I don’t know the figures exactly, but from the Gala dinner that I attended last week, I’d say that about 1 in 10 of the guests were female. Now the figures may be skewed slightly, as the event was mainly invited business owners, and those at […]


I don’t need a Will

A profound statement made recently by John, a new client of mine. Now don’t get me wrong, some people don’t need a Will – and I’m not the person to arrange things for my clients if they don’t need to – but in most cases, a Will prevents an unnecessary headache for those that you […]


What’s in the bag?

Girls like handbags. No surprises to most people there. First you get to choose the style and colour you prefer, having an on-going excuse to go shopping should you need something new to co-ordinate with an outfit. But better than that, you get to fill it with stuff. The average woman’s handbag contains a multitude […]


Time to Put Yourself First

Life is all about priorities- which things you choose to make time for in your life and which things you don’t. This can include your work, your family, your hobbies and, in a society where the ‘normal’ thing is to have it all (or want it all), it can be really hard to prioritise your […]


Three things I wish I’d really understood when I decided to run my own business – Part 3

3. Where did everybody go? It can be really lonely running your own business. One minute you’re employed, and have co-workers, a boss and people that you can bounce ideas off, chat to about sport, the kids, alpacas or whatever takes your fancy – then quick as a flash, there is just you, confined to […]


Three things I wish I’d really understood when I decided to run my own business – Part 2

2. It’s all up to you! This can be one of the most amazing parts of running your own business– you can choose what you do and when – but can also be challenging in terms of managing your time and prioritising tasks. You would think that for most people escaping a 35 hour a […]


Three things I wish I’d really understood when I decided to run my own business

17 years in the corporate world had left me feeling that head office targets and bureaucracy were getting in the way of me spending my time where it was most needed – conversations with clients. Creating the correct solution for my clients, means letting them tell me about their situation, without feeling hurried so that […]


Compounding Part 2 – It can work for you, or against you!

    Eleven words that can send a shiver down your spine – especially today, where the 3rd Monday of January has now been dubbed ‘Blue Monday’ – the day when you’re most likely to get a credit card bill for your Christmas spending – and although the thud of the bill arriving has been lessened […]


Compounding – Part 1

If you remember the 1980s, then either your home or that of someone you know will have probably been the owner of something similar to this – the round tuit (probably in the same room as the star shaped wall clock and a set of horse-brasses or flying ducks). All joking aside, it was meant […]

This is Bertie Boy - my first Alpaca love!

Find your passion, visualise your dream and go for it!

So what’s the deal with the Alpacas then? Your mother probably told you that you should buy other people gifts that you would like to receive yourself – which got taken to a whole new level when just over a year ago I bought Phil a ‘thoughtful’ gift for his birthday – alpaca trekking at […]


The secret to a stress-free Christmas…

…marriage, business partnership, working relationship… Chocolate? No, believe it or not the world does not revolve around chocolate (disputed).

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Getting on top of your finances – a 5 step plan

31st December is the second most popular year end date for accounting purposes (after the 5th April) and even if you don’t run your own business, it can be a logical time to take a look at your finances over the previous year.