Partner Practice of
St. James's Place Wealth Management

Why I like to work backwards

‘Let’s start at the very beginning, a very good place to start.’ So advises Maria in The Sound of Music. But for me, the best place to start is the end – here’s why.

Don’t understand your pension? Don’t worry – you’re not alone

One of the most common things that I hear from people when I first meet with them to consider their financial planning is “I don’t understand my pension!” In fact, a lot of people will admit they’ve never sorted out their pensions properly because it seems too daunting.

The financial advice I would give to my 20-year-old self

If you’re anything like me, when you were in your 20s, planning for your long-term financial future was probably the last thing on your mind. But, if I could go back in time, there’s some financial advice I would love to give my 20-year-old self – if only she would listen!