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Join date: Jul 8, 2024
Posts (25)
Jun 17, 2026 ∙ 1 min
Where advice becomes human
In this episode of Wisdom Shared, behavioral scientist Neil Bage explores how emotions, biases and life events influence financial decisions and why advisors must pair technical expertise with empathy. Neil offers practical guidance for recognising clients' emotional states, seeking permission to probe sensitive issues, and supporting major transitions like retirement so clients can make clearer, more confident choices.
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Nov 26, 2025 ∙ 2 min
UK Budget 2025
Rachel Reeves has presented the highly anticipated Budget, although an unexpected early release of the Office for Budget Responsibility’s (OBR) Economic and Fiscal Outlook briefly diverted attention. Despite this unusual development, we have been monitoring events closely and are pleased to share our initial thoughts.
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Jun 26, 2025 ∙ 1 min
The Anatomy of a Crisis
Charlie and Fahad delve into the complexities of market corrections, focusing on how unexpected events like President Donald Trump’s tariff announcements can trigger dramatic changes in the market.
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