This is the home of the (sometimes cathartic) outpourings of a group of financial planners and financial services professionals based in London. Although there’s no specific agenda for this blog we do all share a common belief in independent, fee-based financial planning. If we had a manifesto it might include the following headings:
* Financial planning is about people first and money second
* Defining your goals is the hardest part of planning
* Disciplined investors get better investment returns
* Financial education can improve investor behaviour and therefore returns
We’re certainly not going to be giving share tips or trying to time the market and you should not consider any of our content as a guide to your own investment decisions. Essentially, we’re just here to talk about the things that interest us and we hope that they interest you too.
Our contributors are:
Mel Kenny
Mel isn’t just a boffin at industry exams nor is his financial prowess restricted to guiding clients through the financial maze. Whilst he can often be seen in the financial press, Mel’s wider observations and opinions on the ever changing financial world can be found on this blog. You can also keep up with Mel on Twitter.
Christian Lennon
Christian has been in financial services marketing and new product design for well over a decade and is always on the lookout for new innovations and ideas.
View Christian Lennon’s profile
And if you’re wondering about the blog title, Clearbox is actually the name of the financial planning system we use. There’s a description of how it works over on our corporate site www.rad-new.com.
