I am passionate about transforming the financial landscape to help clients not only build wealth, but also live life well and leave a fitting legacy—that
Statistically speaking, the greatest challenge that a successful wealth creator faces is ensuring that their wealth endures and has a lasting and positive impact on
We’ve all heard the saying: “clogs-to-clogs (OR shirtsleeves to shirtsleeves) in three generations.” This age-old adage reflects a challenge many UK families face: preserving wealth
A Tale of Two LegaciesWealth, when managed with purpose, can endure for generations. But when misaligned with family values, it can dissipate just as quickly.
What Every Wealth Creator Needs to Learn About Legacy Planning Frank Winfield Woolworth’s story is one of dazzling success. A retail pioneer, he revolutionised the
The Legacy of Henry PhippsImagine it’s the late 19th century: industrialisation is booming, and visionary leaders are shaping not only their industries but their legacies.
Is the human capacity to differentiate between “right and wrong”, “good or evil” and “better or worse” hard-wired into our DNA? Or are we primarily
This series of posts is aimed at Financial Advisers and Financial Planners wanting to understand how and why I believe they can attract more and
This series of posts is aimed at Financial Advisers and Financial Planners wanting to understand how and why I believe they can attract more and
This series of posts is aimed at Financial Advisers and Financial Planners in the relatively early stages of their financial services career, wanting to understand
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