Friendly chat, insights and opinion about financial planning and money matters.
Pension planning is in the spotlight as Rachael and James explore this complex area in a friendly and accessible way.
Whatever...
There are oodles of takeaways from this episode, as James is joined by Financial Advisor Abigail O'Brien and Client Experience Director Pam Brown.
Special guest Sam Lyon from top legal firm Cartmell Shepherd joins the team as the conversation focuses on business owners.
There's...
Practice Principal Rachael is over the moon after securing Darren Johnson as a guest - he's a senior investment advisor with St James Place and truly...
The team are back with some super-practical advice when it comes to the one thing pretty much every household has - a draw stuffed with important papers.