iPlanning will be closed today continuing a 15+ year old tradition. On March 1st we declare an unofficial bank holiday to celebrate Dydd Gwyl Dewi – St David’s Day. We’ve blogged about the reasons behind this decision in the past and if you’re interested you can read about it here. […]

Dydd Gwyl Dewi

On a number of occasions I’ve had to break the news to people, some of them clients, that the material they are reading or listening to is a scam. What used to be restricted to be only phone calls and letters, is now finding its way into our field of vision […]


Many opportunities in life are good, even great. That doesn’t mean we should pursue them. In his book Good to Great, Jim Collins says that once-in-a-lifetime opportunities come up every day. Most people take any great opportunity that comes their way, even if it’s not in alignment with their life vision. Consequently, most […]

Blwyddyn Newyd Dda – Happy New Year

It can be scary when you realise that you’ve reached a stage in life where you can look back on over 35 years of fluctuating investment markets before pausing to write a few comments! It’s also a comfort to be able to look back that far especially when I can do […]

Giraffes and Turtles