Part of my job involves communicating how we work out the level of risk a client should take with their money. We think about three key areas: Willingness to take risk – how much risk can they tolerate or do they want to experience Capacity for loss – what level of losses could they afford […]
I’m super excited to have had an article published by Prudential in their quarterly adviser magazine – Oracle. Here’s an extract from the beginning; do hop over to the Pruadviser website to read the rest. Having a different skillset, paraplanners are able to help advisers spend more of their time with their customers. The company I […]
Technically these aren’t photos that I have taken, but they are of my 31st Birthday Cake. This year Hannah made a lock with a narrow boat in it! Very impressive.