Chartered Financial Planner | Londoner | Runner | Optimist. Finance related tweets to be expected!
Mayfair, London
Joined March 2016
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After 3 years lying in a pile of paperwork, I finally got my @MorningstarInc magazine profile cut, framed and hung in the home office.
"One thing I've realised is that the biggest threat to our long-term financial plan is probably not the market, but my ability to leave items on my to-do list for several years while being absolutely convinced I'll get around to them next week!!"
Genuine email from a new client.
I don't have many, but it seems every client I have with a BTL portfolio is either selling, or preparing to sell, some of it at the moment.
Ever create a tax efficient client income withdrawal strategy from numerous wrappers and sources, look at it and think "that is beautiful". Just me?
If any financial planners still see my occasional tweets, then read Daniel's piece. Essential reading.
I now get asked about the psychology of decumulation more than anything to do with accumulation (bull market problems).
Hope you'll enjoy this piece on the psychology of spending what you've worked to hard to build.
linkedin.com/pulse/psycholog…
Jim Leaviss, Bond Vigilante, 1971-2026 - ft.com/content/882e08d2-4c99…
That's a real shock. Aged 55. Seemed like a really down to earth guy, who happened to be a bond genius in his day job. – at Lewisham, London
Who the fcuk asked for snicko technology in football. How is this a CLEAR and OBVIOUS (to the eyes) error? Absolutely travesty for Croatia and the game of football. VAR has a place, but not like this.
Mortgage rates are NOT "high" by any historical measure. Property valuations got out of hand, fueled by a temporary low interest era. And now it's getting back to normal.
