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Our values

Stuart Brown’s latest linkedin posts

A hierarchy of advisor value

Behavioural scientist Abraham Maslow wrote: “A Theory of Human Motivation” in 1943, arguing that humans worldwide are influenced by a “hierarchy of needs”. Below shows the importance of having a robust financial plan, even more so in times of uncertainty.There are two reasons to seek financial advice

 – If it adds value
 – If the funds perform

What are you paying for your existing pensions and investments, are you having meetings, getting value???

What actually makes you productive

I still got it wrong. I came into the year rested, new outlook and promise of a better work-life balance. Shock it fell at the wayside. By the end of Jan, I was back at the top picture, making no time for me or my family. 4 days into Feb, I have readjusted, up early for a ride, finish on time to have dinner with my little girl and eating well.

 

With a little discipline to get up and get on the bike, then turn my computer off at the end of the day, I am already more productive. Who else has let it slip and is not looking after themselves.

Credit yourself From the archives

Stuart Brown

wealth management consultant

Stuart provides a broad range of financial advice, with the aim of building long term relationships with his clientsto help secure their financial future, whatever the requirements. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time.The value of any tax relief depends on individual circumstances.

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