I want to provide financial information to people who may not ordinarily be able to access the knowledge of a financial adviser.

My Vision

I wanted to create a website that provides readers with financial information which would normally be discussed between a financial adviser and their clients. This blog is an attempt to make it easier for someone to learn about topics relating to their finances who may not have access to a financial adviser.

This blog has a secondary mission which is to allow me to learn more about the financial world through researching and posting my findings on this website whilst having conversations about the topics with like-minded people. I am a firm believer of constantly improving yourself in your chosen field and I feel that this website could help me achieve this.

I hope you enjoy this blog and learn from it as much as I do.

About Me

I qualified as a financial adviser in the UK in 2019. Since then I have been advising my clients on a range of financial matters and I am having great fun doing it.

Having been in the industry since 2015, I recognise that there is still a lot to learn. Personally, I am working towards obtaining Chartered status in my profession. I am hoping that this blog helps me learn and share my discoveries with like-minded people. I look forward to the many discussions ahead.


All information and views posted on this website should not be seen as formal financial advice. The information posted on this website is solely based on my views and is absolutely not a recommendation. Please seek the help of a Financial Adviser before undertaking any changes to your finances.

All examples in this blog are entirely fictional and for the purpose of the subjects discussed in the blog.