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Planning


Choosing the right adviser

Choosing the right adviser

12th May 2017 | Carolyn Gowen | Category: Planning | 2 minute read

No one ever wakes up in a cold sweat at 2 a.m. thinking “I must get a comprehensive financial plan!” Choosing the right adviser is not like buying a car or a holiday.

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People like us

28th April 2017 | Carolyn Gowen | Category: Planning | 1-2 minute read

A number of our clients recently took part in Dimensional Fund Advisors’ Global Investor Survey, here we discuss what they value most.

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What clients value

What clients value – the results are in

21st April 2017 | Carolyn Gowen | Category: Planning | 1-2 minute read

A few weeks ago, Dimensional Fund Advisors carried out a global survey to determine what clients value from their chosen financial planning firm.

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Getting things done

Getting things done

13th April 2017 | Carolyn Gowen | Category: Planning | 1-2 minute read

Our value is not so much in what we tell our clients but in what we can motivate them to do.

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Taking your foot off the brake

27th January 2017 | Carolyn Gowen | Category: Planning | 2-3 minute read

Imagine trying to plan without a cashflow? It’s like trying to find your way to an unfamiliar destination with no map and no road signs.

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A matter of choice

6th January 2017 | Carolyn Gowen | Category: Planning | 2 minute read

Focus on the people who believe what you believe not simply those who want what you have.

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Ten steps to financial happiness

11th November 2016 | Carolyn Gowen | Category: Planning | 2 minute read

‘When it comes to my finances, I want to be sure I set myself up to fail,’ said no one. EVER. Here are ten steps to ensure YOU achieve financial happiness:

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stress

How to stop stressing about money and start enjoying your life more

13th October 2016 | Carolyn Gowen | Category: Planning | 1-2 minute read

“Stress is caused by being ‘here’ but wanting to be ‘there'”, find out how to get ‘there’.

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How having a robust financial plan can help you avoid failure.

2nd September 2016 | Carolyn Gowen | Category: Planning | 1 minute read

This article looks at three typical stages of failure common to businesses – and to living life in general – and how to overcome them.

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Tick tock

19th August 2016 | Carolyn Gowen | Category: Planning | 1 minute read

If there is one thing which is a common denominator for all successful business people it is their ability to make good decisions.

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