Activating cross-border financial planning. Picture the scene. You are sitting on the terrace of a Spanish villa, looking out over a Tuscan vineyard, or throwing open the blue shutters of a French stone cottage. You have a glass of local wine in your hand, and there is nowhere else you would rather be. It is...Continue reading
Why your financial planner needs more than just a certificate I had a bit of a proud moment when I found out that I had been included in the VouchedFor 2026 Guide to Top Rated Financial Advisers. As someone who spends most of his time helping clients move countries and make sense of cross-border planning,...Continue reading
And why a small discount made me a better financial planner If you are looking for a financial adviser, you will quickly notice that our industry loves an acronym. We collect letters after our names as if they are going out of fashion. But there is one set of letters that sometimes matters more than...Continue reading
Many of us spend years waiting for life to finally “settle down.” But the truth is, it never really does; it just changes shape. Your twenties are a blur of glorious chaos. Your thirties are when responsibility taps you on the shoulder. And your forties? Your forties are simply everything, all at once. Right now,...Continue reading
(and other lessons from the chicken coop) I know I’ve said this before, but the Scouts had it right when they coined their mantra; “Be prepared.” It is a brilliant motto for life in general. But when you live an international life, balancing your family, your career, and your finances across different countries, it becomes...Continue reading
For that true Friday 13th feeling Some people are naturally superstitious. They avoid walking under ladders, they worry when a black cat crosses their path, and they treat certain dates on the calendar with an abundance of caution. I have never been one of those people. But that does not mean I don’t get scared....Continue reading
Why I’m not just teaching my daughters “financial literacy” There is a big difference between knowing the theory of something and actually doing it. I can read every book ever written on marathon running. I can understand the biomechanics of the stride, the nutritional needs of the body, and the optimal heart rate zones. But...Continue reading
Is your retirement fluctuating with the price of a baguette? We need to talk about currency. I know, it is not the most exciting topic. It is certainly not as fun as discussing which vintage of Bordeaux to stock up for your next special function (2015 was excellent, by the way). But if your assets...Continue reading
Why make it simple when you can make it complicated?… they say. There is a brilliant French phrase that I find myself using more and more often: “Pourquoi faire simple quand on peut faire compliqué?” Translation: Why make it simple when you can make it complicated? Usually, this is said with a shrug while trying...Continue reading
And, the advice is likely wrong I recently read a brilliant LinkedIn post that got me thinking about how often we rely on advice that may very likely be completely wrong for us. Picture this. It is a warm evening in the south of France. The rosé is perfectly chilled, the cicadas are singing their...Continue reading
I recently posted on LinkedIn: “Don’t be the richest person in the graveyard!” There’s no shortage of financial advice online these days. “Get a side hustle.” “Invest in five different income streams.” “Buy more assets, spend less money.” “Put your money in crypto.” “Oh — and skip the takeaway coffee, obviously.” Now, I’m all for...Continue reading
When moving abroad unravels your pension: what every expat needs to know. Retiring abroad is meant to be a reward, the chance to enjoy the life you’ve worked hard for, somewhere that speaks to your soul. A slower pace. A warmer climate. A fresh chapter. But behind the scenes, one small move can unravel a...Continue reading