Insights.
The 4 Cs - Convenience…
Can outsourcing your financial affairs really give you peace of mind…?
The 4 Cs - Competence…
Why is competence a core pillar of our business - isn’t it a given…?
Life not finances…
Why it’s important to appreciate what we have, not dwell on what we don’t…
Why we conduct all our Annual Reviews at the start of the year…
It’s Annual Review time and it’s fair to say that we’re well and truly in the thick of it. All our clients have their reviews between Jan and March, it means that the start of the year is a very busy time for us and there’s no denying that it is full on and very intense – so why do we do it?…
The psychology of spending money…
Here are some hopefully thought-provoking aspects of spending that are worth considering in relation to yourself and your own financial position…
The value of budgeting: 8 ways to build financial stability and success…
Budgeting may not something that a lot of people do, but it is a really simple and effective way to help you improve your financial security and the likelihood of you achieving your financial goals…
Behavioural Biases…
Humans are complex and emotional beings and there are factors at play that can cloud our rational judgement and decision making…
Professional Footballers: The importance of good communication…
For the first time in my 13 years advising professional footballers, I am considering letting a client go…
Cyber security: Staying safe at Christmas…
As we enter into the festive season proper, there’s no avoiding it, our spending is going up…
The adventure of a lifetime…
From a young age, I have wanted to experience new cultures, immerse myself in local customs and cuisines and visit iconic landmarks and breath taking landscapes. And now… my dream is becoming reality…
Business Owners: The value of financing commercial property purchases through your pension…
What if buying your own office, investing in a potentially lucrative asset and saving tens of thousands in corporation tax in the process was possible…?
Why it’s important for young people to invest…
When young people (as a 25 year old, I include myself in this group!) finally have the income to buy the things we've always wanted, setting aside money for investment may not seem that important…
The downside of charging a fixed fee (and why we do it anyway!)…
Engage are one of a small group of firms who offer a fixed annual fee for the work we do…
Spotlight on Spread a Smile…
In 2013, Spread a Smile came to life when Josephine Segal noticed how a magician's visit made a world of difference for her nephew…
The NOT so hidden costs of property investment in the UK – Part Two…
We recently looked at the considerable upfront cost of buying property as an investment Once you have bought the property, however, the costs don’t stop there….
The not so hidden costs of property investment in the UK – Part One…
It’s important to get the full picture and build realistic expectations of your investment return before embarking on the journey…
5 key learnings from our acquisition…
Here’s what we believe are the five most important steps to take, when looking to acquire another business…
Cash vs shares: Why it still pays to invest…
As the Bank of England announces yet another interest rate rise, people are starting to question whether it still pays to invest…