Winning the Loser’s Game
First published in 1998 and with a sixth edition published in 2013. Still a classic investment book and a readable one too.
property dreams: John & Sarah
Recommended to us by one of John’s colleagues, John & Sarah* came to us in 2008. John’s accountancy career was flourishing and Sarah was fully occupied looking after their children, Emily and Josh, and the house. John had been managing their investments for a while and they were putting away a sizeable amount each month. issues to resolve John Read More
under pressure: Peter & Lilly
When Peter & Lilly* came to us in 2009, Peter was feeling the pressure. His exciting, but demanding job in financial services was taking its toll and he was wondering how much longer he could keep going. With these high levels of stress, Peter & Lilly were also concerned about what would happen in the Read More
thinking bigger: Stephen & Rosie
Stephen & Rosie* were planning to move house with their three children Charlie, George and Amelia. Once Charlie’s secondary school was settled, they wanted to choose an area nearby which was also close to the schools George and Amelia might attend. Stephen & Rosie wanted a ‘forever’ house for their children to grow up in. As the family all Read More
a holiday home or a millstone: Patrick & Sally
When we created Patrick & Sally’s* first Financial Life Plan in 2007, they had a number of questions: Patrick was under considerable pressure as chief executive of a construction company. The industry was entering a recession and Patrick wanted to step down from his role as soon as possible. Could they afford for him to do this? Could Patrick stop work Read More