Discover Our Latest Insights

Unlike a game of backgammon, financial planning isn't an activity where repeated practice alone guarantees improvement.

The Investment Committee met this week for the last time in 2024. Click here to read the notes and outcomes of the meeting.

Many people choose to look the other way when it comes to getting their finances in order - this is an expensive choice. Read more here.

No problem is ever resolved without creating something new. Find out more here.

Jeremy has often mentioned that the primary goal of financial planning is to steer clear of future regrets. Read more about such regrets here.

Three potential planning ideas arising from the recent budget.

What's the real payoff of convenience and simplicity? Read here.

Recognising that you are your own opponent allows you to focus on your investment strategy. Read more here.

Jeremy suggests you choose "lazy" over "unlazy" when it comes to trusting someone to look after your money. Read why here.

Why is Jeremy referring to "decimated" when writing about investments? Read here.

The Town Close team are here to help - read more here.

Is it time to make a change to your month to month expenses?

Was Jeremy surprised by the US election results? Read here.

Read here to find out Jeremy's views on luck in investing.

Read Jeremy's initial take on what the budget means for our clients.

When it comes to financial planning are you just rolling dice or do you believe it is a game of extreme skill like chess?

Jeremy estimates he has spent at least 30,000 hours thinking and talking about money - that's a lot of hours!

What is a major cause of DIY investor's difficulties? Read here to find out.

Financial planning is like maintaining a car - if any part is missing or deficient, neither the car nor the financial plan will function properly.

What should we be focusing on, the tides or waves? Read here.

Not everyone sees the importance in professional advice. Read why you should here.

Have a read of Jeremy's current thinking regarding the upcoming Budget.

Has Jeremy's adventure in cryptoland come to an end?

How can we compare F1 tyres to finanical planning? Read here to find out.

Check out the latest insights and opinions from the Town Close Committee meeting from 16 September 2024

Ever thought about quietly compounding your money? Read more here.

Does your mindset matter more than your money? Read here.

What can a tennis player teach us about investing? Read here to find out.

Want to know the real secret to long-term investment success? Read here.

There is a saying: “There are old pilots and there are bold pilots, but there are no old, bold pilots”. Read here to find out why Jeremy feels this is relevant to financial planners.

How can we apply neutrality to financial planning? Read here.

Want to know more about the key components of an effective financial plan? Read here.

How do we tackle client's challenges? Read here to find out.

The good times don't always last, here are Jeremy's 5 points to consider with any downturn.

Read more here.

We all face grief but it's still a unique experience for us all. It's a patient process and we're here to make the financial side of things a bit easier to handle

Losing a loved one is devastating, but addressing finances is important. From registering the death to gathering documents and handling probate, the Town Close team can help navigate this difficult process.

A compassionate guide to supporting someone through bereavement: listen, offer practical help, avoid clichés, and encourage professional help if needed.

Estate planning can seem daunting, boring and even scary but it doesn't have to be. Here's our short introduction to what you need to think about.

Don't be put off about the idea of making a will, it's a simple document to help your loved ones if something happens to you. Learn more here.

Setting up a Trust is a smart move if you have assets and loved ones but it can sound complicated and leave you asking Where do I start? Start here.

This is not about just investing in what you fancy on any given day, diversification of your portfolio is crucial for long term financial stability. Read more here.

Jeremy always says that Compounding is the eighth wonder of the world. Here is a short introduction to why starting when you're younger can make every difference.

Check out the latest insights and opinions from the Town Close Committee meeting from 10 June 2024

History teaches us no plan ever goes to plan and there are always surprises and unforeseen events. Read here to find out how this plays a part in our approach to financial planning.

Here are some thoughts from our wellbeing coach, Suzan Issa regarding transitions.

Read this article for Jeremy's thoughts on new technology and how it benefits the TCFP team.