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July 15, 2026 in
The Family Meeting (Henry series cont.)
When "have we got enough?" becomes "what is it all for?" Brian and Carol came back from three months away looking ten years younger. They...
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June 29, 2026 in
Sometimes, the hardest part is not building wealth. It is learning how to use it.
Turning accumulated wealth into monthly income Over the last fortnight, I have sat in a good number of Discovery meetings, and one thread has run...
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June 25, 2026 in
Henry’s Parents Sold the Business
The most important question is not the one everyone expects Henry's parents have just done something remarkable, though they would never describe...
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May 20, 2026 in
Henry Looks Properly at His Pension: the default fund and the freedom number
It is a Sunday evening. Emma is asleep upstairs. Joanna is on the sofa with a book, and looks up briefly as Henry opens the laptop. "Work?" she...
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May 5, 2026 in
The Childcare Question for Henry: When two incomes become one
Henry and Joanna's first child has arrived. A daughter, the lovely Emma. Healthy. Beautiful. Exhausting in the best possible way. Joanna is...
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March 16, 2026 in
The Freedom Number: The Most Important Financial Question
Many people spend decades building wealth without ever asking the most important financial question: How much is enough? Investment returns,...
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March 5, 2026 in
What does the Spring Statement mean for your finances?
A summary Spring Statement article, breaking down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan...
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March 4, 2026 in
When Life Gets Bigger for Henry
When success brings new responsibility Henry is still only in his early 30s. Not long ago he qualified as an actuary after a decade of exams,...
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February 18, 2026 in
Bonus Day for Henry
When a £33,000 bonus is not really £33,000 We introduced Henry (High Earner, Not Rich Yet) in a previous Insight. Henry is 32. A...