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Category: Wednesday Wisdom

The Three Things You Need to Consider When Thinking About Money

I spend a decent chunk of my time helping people, typically aged 50+ and having built a decent level of wealth, answer one clear question… Have I got enough? Even though individuals come to see us initially because they want to better organise their pensions, or make sure their investments are working as hard as…
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Protecting Contact Tracing Data

As it is now compulsory to collect contact tracing data, the onus is on you to ensure that you protect the data while it is in your possession and dispose of it as soon as you can. This will help you avoid any data protection issues that may arise if your IT systems are breached…
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Learn from the past image

Looking Back to Move Forward

1 week into the New Year and a lot of us are keen to hit the ground running with new goals to achieve and plans being formulated to make this year better than the last. But how can you ‘make things better’?  Well technically you can’t, unless you review your performance from the previous year!…
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