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April 13, 2018

BLOG – Time!

Last week I was stuck in an airport with a 12 hour flight delay. “What a waste of time” was my first thought and to be honest for most of that 12 hours it was a waste of time. It got me thinking however about how in this day and age time is so precious. […]

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March 29, 2018

BLOG- Tomorrows World, can we predict technological advances?

This week, in order to fulfil some of my ‘CPD’ obligations, I attended a workshop in Leicester. This felt like an achievement in itself after being snowed in the last time I had one to go to!  The workshop covered several interesting areas tied in under the banner ‘Are you ready for the challenges ahead?’ […]

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March 23, 2018

BLOG – NextGen Planners & Sport Relief

My week started with a bit of a bang and a change from the normal Monday monotony with the conclusion of the NextGen Financial Planners Foundation Course that myself, Sally and Naomi have been attending in Manchester over the period of the last 3 months. The course does exactly what it says on the tin […]

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March 21, 2018

Mini Sports Day for Sport Relief 2018

A thoroughly enjoyable lunchtime today, staff reliving their childhood sports day by taking part in the Egg and Spoon Race, Sack Race, Three-legged Race and a timed Hula Hoop contest! The most memorable race was the sack race, with Rach winning and Hayley falling at the last hurdle! The joint winners of the egg and […]

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March 16, 2018

BLOG – Preparation is key!

Being prepared and regular routine have been the 2 key areas in getting ready for the 10k this weekend. As my running mate says: “we’ve done the training and we’re ready’! I’ve managed to get through the Winter months with just the one week hold up from the Beast from the East! I’ve tried to […]

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March 12, 2018 1 Comment

BLOG – Tales from Down Under.. Living the life we want

We talk all the time to clients about achieving our goals in life, but as advisers do we ‘Walk the Talk’? That’s a question I have been asked by a client and the honest answer is we try. But as human beings we are maybe not completely successful all the time, but here’s an example […]

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March 2, 2018

BLOG – Be Prepared!

  Well I don’t think much of the UK was prepared for the weather we’ve had this week – me included. Everyone in our office had a Snow Day at home on Wednesday after hearing the horror stories of people sat on the bypass around Lincoln for 5 hours and still not moving!! What is […]

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February 23, 2018

BLOG – What are your Future Ambitions?

This is a question I asked of myself recently and I have found that daring to dream is not always easy. I find myself putting up hypothetical obstacles and limiting my own imagination based on what I perceive to be my limitations, be they financial, physical, or geographical. These obstacles are of course real, but […]

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December 15, 2017

BLOG – Mortgage – Adapting to Change

At this time in the year the mortgage market typically quietens down. It’s a good chance to reflect on the year gone by whilst planning for the year ahead and reflect on what really has been a year of change. There’s been the start of Brexit proceedings taking place following on from last year’s referendum, […]

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December 8, 2017

Blog – New Year Financial Resolutions!

I see that the Lincoln Christmas Market is with us again and how this event seems to come round quickly!! To me, this signals the start of the festive period and also my thoughts for getting together my New Years’ resolutions – normally eat less, do more exercise and work off the Christmas cheer!! And […]

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