Client engagement

Client engagement

In a conversation with a longstanding connection shortly after our launch, the magnitude of what we have created dawned on me in that, while we are not unique in financial services, we are part of a rare breed.  We are an independent, boutique financial planning and...
FCA Covid Survey and business risk

FCA Covid Survey and business risk

This week we completed and submitted a mandatory survey to the FCA about the impact of Covid on our business. It was mainly aimed at the financial side of the business and how this has changed due to the pandemic we are living through. Co-founder Neil Wattam and...
Embrace your inner tech geek

Embrace your inner tech geek

I am a self-diagnosed tech geek.  I have been for as long as I can remember and was given a turbo-boost when I worked for a high-end home entertainment company while I was at university in Loughborough.  I looked the other day and I had 28 devices linked to my Google...
Personal finance – where to start

Personal finance – where to start

Have you been putting off thinking about your personal financial situation? You’re not alone. The good thing is, that you’re reading this blog!! Please stop naval-gazing. Think about the future. That could be next year, five years, thirty years or more – it’s thinking...