Leaving your legacy, making a difference in the World

http://www.youtube.com/watch?v=NGXFEFQf9qs Leaving a legacy is often more about being remembered, than making a succession plan for your money. During our exploration sessions we touch upon what would be a meaningful life for our clients, and as we explore our impermanence on the planet we often uncover a desire to make a positive contribution in the World. Our … Continue reading Leaving your legacy, making a difference in the World

The Two Miss’s You Don’t Want To Meet

With Banks like Barclays Capital saying that: "£150,000 is becoming an approximate cut-off point for the provision of face-to-face advice, with the fee structure for personalised advice heading towards an ongoing 1 per cent of assets under management." See Link . That leaves 80% of the UK's adult population underserved. I think that leaves 40 million … Continue reading The Two Miss’s You Don’t Want To Meet