2019 Client Investment Forum

August 13, 2019

On the 23rd July we held our Client Investment Forum at The Grove hotel. It was a fantastic day and for those of you who could join us, here is a brief video to share with family and friends. For those of you that couldn’t be there, we hope that this gives you a little […]

Is the Financial Planning price war out of hand?

September 24, 2019

Schroders (along with Lloyds’ backing) are launching a new Financial Planning business and intends to enter direct competition with places such as St. James Place (SJP) and Brewin Dolphin – big players in the Financial Planning game!

wealth management

Wealth management – it pays to make the right choice

July 16, 2019

Making the right decisions for your financial future is amongst the most important you’ll ever make in life. Not only can financial decisions have a profound effect on your short, mid and long-term goals, aspirations and outlook – they ultimately affect your loved ones too, now and into the future. With this in mind, choosing […]

Building a financial legacy

Why a financial legacy is so much more than numbers on a balance sheet

October 31, 2019

There are few stories that resonate quite so strong as that of a family-run business that has stood the test of time and passed through the generations. We can all think to nostalgic adverts featuring, for example, a neighbourhood baker that started with one individual generations ago which continues now – larger but with the […]

Why the time for writing a Will is now

October 1, 2019

When a loved one dies it can be a deeply traumatic and emotional time and the last thing those suffering the loss want to contend with is a complex and potentially fractious legal dispute. Handling matters of an estate may, on the surface, appear clear-cut. An individual or individuals may feel they know exactly how […]