Financial Advisors called requesting a meeting

Bundle of £10 notes
Royalty free image

Over time we have had quite a few conversations with our Independent Financial Advisors about how we are funding my retirement.  We had been pretty sure where we were heading, then our Financial Advisors called requesting a meeting with the suggestion the previous advice was changing!  Continue reading “Financial Advisors called requesting a meeting”

The 10 10 80 approach to money

In our own personal finance over the years, we have followed a sort of 10 10 80 approach to money.  We found this worked well for us; only now do we discover how this is a method used more widely by others.  Let me stress I am not advising anyone to follow this, although it might possibly be worth considering. Continue reading “The 10 10 80 approach to money”

Talking money and marriage

Talking money and marriage Here we are as a family, walking along the beautiful Newborough Beach on Anglesey, North Wales. Lately Rachel and I have been reflecting over how we operate with our money and how we have managed 22 years without any disagreements over our finances.  We have pondered this, wondering how we have managed to get this mostly right all this time.  Here’s a few thoughts…. Continue reading “Talking money and marriage”

Tale of the monkey puzzle investment

Tale of the monkey puzzle investment
Tale of the monkey puzzle investment

The tale of the Monkey Puzzle investment. In our front garden we have a Money Puzzle tree.  We think it is about 40 years old and about 20 feet tall.  We love it!   The tree is quite a feature in our front garden and when we give someone directions to our house, we often say “look out for the monkey puzzle tree on the left”. Continue reading “Tale of the monkey puzzle investment”