Every fortnight under the title of 'Ties are optional', Les Conway shares his thoughts about what’s going on in the World and how it can affect and impact your lifestyle and finances. Feel free to sign up here to subscribe to receive.
Posted by siteadmin on Monday 9th November 2015
From time to time in this blog I’ll be sharing case studies that highlight the importance and value of what we do.
An example of such was when we helped a lady who was suffering from a serious illness to access full time care without putting her financial legacy at risk.
One of her relatives contacted us and explained the situation. She was in her sixties and in warden controlled accommodation. Due to her declining health she needed to move to a care hom ...
Posted by siteadmin on Wednesday 21st October 2015
I’m a big believer in being grateful and with my family, career and the opportunities life has given me, I'm thankful that I've been fortunate in life’s lottery.
And it’s that feeling of gratitude that drives me to give something back to people in perhaps a not so fortunate position as me.
So with that in mind, let me tell you about my mentoring work with a young businessman and how it links in with my day to day job.
In January 2010 I became ...
Posted by siteadmin on Friday 9th October 2015
I attended a conference recently where high profile figures from the financial world shared their thoughts with colleagues from the industry.
One of the speakers was a financial journalist called Paul Lewis who presents the Money Box show on BBC Radio 4.
Now Mr Lewis isn't shy of making bold or even controversial statements. But one thing I'd heard him say at another conference not long before really irritated me as I think it’s just plain wrong. Indeed, I c ...
Posted by siteadmin on Friday 25th September 2015
The language of the financial world can be daunting for people on the outside looking in.
The money management industry does have a reputation for using terminology and phrases which to the average layperson read like gobbledegook.
I’ve always strived to explain money matters in a simple, accessible way which everyone can understand.
In fact, I have a good friend who I often use as a testing board. He’s bright and successful but not versed in the wor ...
Posted by siteadmin on Thursday 10th September 2015
I’ve spoken before about how life events change people’s approach to financial planning and money management.
One of the biggest events in a person’s life is happening to thousands of young people this very month.
Heading off to university is a big deal and not just for the teenagers heading there. For parents it’s something which changes their lives also.
I speak from personal experience as both of my kids, Sophie and Ben, have been ther ...
Posted by siteadmin on Friday 28th August 2015
Over the weekend I received a call and an email from two separate clients with one thing on their minds. China.
The concerns about the wider Chinese economy along with the reduction in their prospects for growth spooked the financial markets and these clients wanted to know what we should do.
The simple answer is nothing. ‘Nothing,’ I hear you cry? Yes that’s right.
Both individuals wanted reassurance that what was happening thousands of miles ...
Posted by siteadmin on Friday 14th August 2015
I was recently approached by a chap in his early 40s who knew me, whose circumstances and reasons for enquiring were a classic example of why people come to us. It’s often a life changing event which prompts people to seek out financial planning guidance.
This chap called me asking whether we sourced life and critical illness insurance cover and if we could improve on what he had.
The answer was yes to both questions. Then it was my turn to start asking questions a ...
Posted by siteadmin on Friday 31st July 2015
A couple of incidents happened to me over the last fortnight which really brought home the importance of having back up plans and taking precautions. Both happened whilst I was enjoying my big passion in life - Motorsport.
Firstly, I had a bit of an 'incident' whilst running some kart practice a couple of weeks ago.
Basically, I was running rather quick and where on one particular corner I was deliberately running wide on the exit. On this occasion I ran to ...
Posted by siteadmin on Friday 17th July 2015
When we launched this blog nearly eleven months ago I explained my attitude towards wearing ties.
I like to think of myself as an informal, open, friendly kind of guy and my take on tie wearing reflects this.
I only wear them when the situation dictates, not as a matter of routine. It’s fair to say an invite to watch the Wimbledon Men’s Final would be such a situation when I’d be willing to toe the line and wear a tie.
Unlike Formula One World C ...
Posted by siteadmin on Friday 3rd July 2015
The nation has held a minute’s silence in memory of the innocent people killed by a loan wolf terrorist in Tunisia one week ago.
The savagery of the attack while people simply relaxed on holiday and enjoying themselves under perfect blue skies is beyond comprehension.
On Tuesday next week our minds will again be focussed on the innocent victims of acts of terror as the nation remembers the tenth anniversary of the July 7th bombings.
I c ...