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Aug 25, 20222 min read
Life Transitions
I believe one of the most important parts of the role of a financial planner in a clients life, is the help to navigate all that life can...
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Aug 17, 20221 min read
The 3 year question
I love using the following question that comes from Dan Sullivan: If we were having this discussion three years from today, and you were...
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Jul 31, 20222 min read
Money decisions
Our financial decisions aren’t purely financial. Like ordinary consumer purchases, financial choices have three benefits: utilitarian...
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Jul 21, 20222 min read
Are we really making our own choices?
We are mimetic creatures. In fact, it is common for us to imitate other human beings and their desires. As such, most advertising also...
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Jun 23, 20223 min read
The Longevity and pension problem.
Having recently read The 100 Year Life by Lynda Gratton (which is a MUST read book for anybody under the age of 40
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Jun 15, 20221 min read
Adrian Kidd becomes a Chartered Fellow of the CISI.
I am extremely proud to hold this designation as it highlights over a decade of hard work and commitment to the cause which is financial...
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Jun 14, 20221 min read
The UK economic situation - comments from Adrian Kidd
Adrian Kidd, chartered wealth manager at Aylesbury-based EQ Financial Planning:“Sadly, there is not much that can be done about the...
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May 26, 20223 min read
The Risks of Recession in the UK
The UK economy unexpectedly shrank in March and the first quarter of the year. This is putting the British government under pressure to...
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May 19, 20222 min read
9 things to think about when buying overseas properties.
When going through life planning process, one dream that comes up a lot is second property/overseas home. Buying in the UK is much more...
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Apr 28, 20221 min read
Have you thought about switching your bank account?
Adrian Kidd, a chartered wealth manager at EQ Financial Planning, said the figures were encouraging but it was likely many customers could s
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Apr 21, 20221 min read
EQ comments on pension planning for Your Money
The number of workers paying into a pension reached 79% in April 2021, or 22.6 million employees, up on 2020s figure, according to data...
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Apr 20, 20222 min read
Being enough
I recently went on the trip of a golfing lifetime, taking in The Masters and playing some of the best courses in the world . . .
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Mar 17, 20221 min read
EQ back in the news about UK rate move in IFA Magazine
Below is the link for the article in IFA Magazine: Bank rate decision: “Price of everything rising faster than an octogenarian on Viagra”...
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Mar 11, 20222 min read
Money and your mental health
Money and your mental health Money is emotional; trying to be rational with it all the time does not work. If you want to be debt free,...
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Feb 28, 20224 min read
What Is Life Planning?
Life planning is the process by which you take stock of your life, clarify goals, define a vision for life, and determine the steps...
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Feb 27, 20221 min read
How the Ukraine crisis will affect your investments, petrol costs and energy bills
What I had to say - "Adrian Kidd, chartered wealth manager at EQ Financial Planning, offered similar advice. He said: “The challenge for...
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Feb 21, 20224 min read
What Is Financial Coaching?
While anyone can be a financial coach, not everyone can be a financial advisor—you must pass exams and register with the Financial...
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Feb 14, 20222 min read
Who do you want to become?
At the start of the year, I used to write up a reflection of the previous year via social media posts, both good and bad. It was an idea...
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Feb 10, 20221 min read
"My thoughts on virtual and face to face meetings"
"My thoughts on virtual and face to face meetings" - as featured in IFA Magazine below is the extract of my quote and you can view the...
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