What is Evidence Based Investing?

A guest blog by Robin Powell, an award-winning journalist and financial educator. He blogs as The Evidence-Based Investor at evidenceinvestor.com. A phrase you may have heard about lately is evidence-based investing. You would have thought that, in investing, as in, for example, medicine or criminal law, everything is based on evidence as a matter of … Continued

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New Office – Holmfirth

We are incredibly delighted to announce that one of our financial life planners Caroline Keegan has opened a new office in her home town of Holmfirth. This small town is located in West Yorkshire and is widely known for being the setting for ‘Last of the Summer Wine’. On moving into her new office, Caroline … Continued

Pension Freedom

It’s been three years since George Osborne pulled the rabbit from his Budget briefcase and presented us with pension freedom. The new legislation allowed savers to take any level of withdrawal from their funds to suit their particular requirements, rather than being told the amount they could have by insurance companies. In addition, any value … Continued

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What’s Your Perfect Day

Just when you think it wasn’t that long ago when we were tucking into our Easter eggs, we are now only a few weeks away from the longest day of the year. It’s a reminder of how quickly time passes, but also a good prompt to think about how we spend our day to day … Continued

What's Your Perfect Day

Can Healthy Sleep Make You Richer

At this time of year the long daylight hours coupled with warmer temperatures can cause us to lose sleep. Studies reveal we literally sleep for less hours and that sleep we do get, importantly, is fragmented, which means we don’t go through the healthy sleep cycles which scientists have discovered can help to protect us … Continued

Can Healthy Sleep Make You Richer

In Praise of Diversity

A guest blog for Serenity Financial Planning by Alistair Meadows, Investment Analyst at EBI Portfolios “You will always hate something in your portfolio. Really, really hate it”. James Osbourne (Bason Asset Management) October 2014. We often get communications from advisers telling us that they have clients who have concerns with regard to one (or more) of their … Continued

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How To Get The Most Out Of The Bank Holidays

It’s bank holiday season again, and while most of us look forward to those extra days off and more time with friends and family, all too often we can end up spending much of it inside a DIY store or catching up on chores. In the event we do go out, we can end up … Continued

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Ian Kemp – Registered Life Planner

A momentous day for our financial life planner Ian Kemp! After 12 months of challenging study and training, Ian has become a Registered Life Planner with The Kinder Institute of Life Planning. The culmination of a journey for Ian as he finds better ways of supporting and helping clients live more fulfilling lives. Traditional financial advisers focus … Continued

The Benefits Of Granting Power Of Attorney

I’m sure most of us have at least heard of a Lasting Power Of Attorney but what exactly are they and why are they worth having? Similar to an Ordinary Power of Attorney, which gives someone else the power to handle your financial affairs for you and is usually used on a temporary basis, perhaps … Continued

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4 Habits That Can Make You Happier And Save You Money

April is here and while for many of us the New Year officially began in January, in financial terms, April 6th marks the beginning of the new financial year. It’s relevant for many of us because it is a great time to start new habits which will fit neatly into the many financial and accounting … Continued

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