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Engaging People Pod

Dec 29, 2020

In this episode Sam talks about 2020 and how the stock markets have reiterated that no-one knows what is going to happen and sticking to the plan trumps everything else.

We discuss Airbnb, Tesla and Bitcoin and how they've had huge years through the pandemic. 

Finally Sam discusses his plans for 2021 and what it has...


Dec 23, 2020

Freddie Woodman, current Swansea City FC goalkeeper - on loan from Newcastle talks us through what he does to maximise the talent he has. 

Freddie has developed his own habits, routines and techniques to set goals, to measure his progress and to lead to success. 

Hear all about each one as we talk through Freddie's...


Dec 15, 2020

Paul McShane came to England from Ireland aged 16 to sign for Manchester United. He has gone on play almost 400 professional games in the Premier League and Championship. He's also represented his country and got man of the match on his Ireland Debut. 

Hear about Paul's journey through his career, some of the highs and...


Dec 8, 2020

There is always a lot of commentary about Price v Value in Financial Services and today I discuss some of the value we bring to clients. 

Whether it's in peace of mind, organisation, structure, tax efficiency, investment returns, protection or all of the above there are lots of ways to measure the value we bring -...


Dec 2, 2020

Recently I've been reading a book by Brian Portnoy & Josh Brown called 'How I invest my money' and it's a number of finance professionals speaking about how they invest their own money. 

They and I spend a lot of time explaining how others 'should' invest and where they should put their money so it was great to hear...