by Wyn Jones | Apr 2, 2013 | Uncategorized
One of the seminars I was most honoured to host was when Dr Marius Bernard shared the history of a pioneering protection contract that he founded back in 1983. The seminar was held in The Gwernllwyn in Cross Hands back in the early 90’s. Dr Marius Barnard was...
by iPlanningWealth | Mar 25, 2013 | Real Life Stories
I first sat down with Wyn at his favourite venue in 2007 (Borders/Starbucks). I had a small pension fund that was going nowhere (valued around £27,000). At that meeting we agreed that carrying on doing the same thing hoping for different results was not wise, and that...
by Wyn Jones | Mar 1, 2013 | Uncategorized
Very often we waste time and don’t accomplish things because we are waiting for someone’s permission to do something. Often that permission doesn’t come in time. Sometimes we are waiting for permission we don’t need but believe we need. At...
by Wyn Jones | Nov 16, 2012 | Uncategorized
“One in six workers ‘lost track’ of pension pot.” That was the headline I read in an article dated 5.09.12. The following day a message was left on our answer machine from someone who wanted to see us asap. An appointment was arranged for the following day and to our...
