Dealing with times of turbulence

The recent falls in global stock markets in reaction to the unknown consequences of the spread of the Coronavirus is a concern to most investors. However it is likely to be a greater concern to newer investors who haven’t been through something similar before. It’s at...
Tracy is running her first ever Marathon

Tracy is running her first ever Marathon

iPlanning’s in-house fitness fanatic is busy preparing to run her first Marathon on Sunday. Tracy is running the Brighton Marathon along with her mum, Pat, and eldest daughter, Hannah. “We are 3 generations of the same family, Mother, Daughter and...

Dydd Gwyl Dewi

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...

Scams

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 via email,...
Blwyddyn Newyd Dda – Happy New Year

Blwyddyn Newyd Dda – Happy New Year

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...

Giraffes and Turtles

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 so to...