When I first encountered the idea of aligning investments with personal values, it felt like a breath of fresh air. Investing is not just about numbers or chasing returns blindly. It’s about why we invest, what drives us, and how our money can reflect our deepest beliefs. This is the heart of Wealth With A Why. Let me share with you a concise, heartfelt summary of this philosophy, and how it can transform your approach to wealth. Embracing Concise Investing Strategies That R

We are thrilled to announce that the guide is now available on all major book platforms! Search for ‘Wealth With A Why’ and check out the website.

Summary of the final seven of 25 Words covering relational capital

Summary of the third six of 25 Words covering relational capital

It has been a few weeks since we gathered at Cazenove Capital for our Good Money Investing event to celebrate Good Money Week. While the calendar pages have turned since October 6th, the conversations from that evening have stayed with me, simmering and settling.

Summary of the second six of 25 Words covering action plan

Summary of the first six of 25 Words covering internal compass

Stepping into the beautiful St George’s in Bristol for GoodStock.Live, you could feel a unique energy. The room was filled with financial advisors and planners, all gathered to redesign the conversation around finance. As one of the "clients" in the room, it was a powerful experience to witness the industry talking candidly about how it needs to change.

Have you ever wondered if your money could be doing more?

In the world of financial planning, the focus is often on risk, return, and tax efficiency. These are the traditional pillars of sound financial advice. But what happens when your clients’ deepest values and anxieties enter the conversation?

The book cover and call to action