by Loz Gee | Dec 23, 2020 | Our story
It’s come to that time of year where we focus on what we are grateful for and enjoy the festivities. I am very ready for a few days of indulgence, nostalgic TV, board games and afternoon naps, and it will be great to sit back and reflect on my first 3 months with...
by Tim Kirby | Dec 18, 2020 | Our story
I have gone early this year and thought with the festive period nearly upon us I would provide a few thoughts on 2020 and some hopes for 2021. The year started with the huge obstacle of having to resign from a successful career I had built up with a very steady...
by Ben Wattam | Dec 11, 2020 | Investing
One of the big soap opera’s of the year in investment markets has been whether Tesla will be included in the main US equity index, the S&P 500, which is generally the largest 500 companies listed in New York. The criteria to be included in the index includes...
by Adrian Mee | Dec 4, 2020 | Our story
One of the difficulties we face as a boutique firm is how to market what we do. I’ve always held the view that in financial services it is always better to have a client come to you via a referral network rather than an advertising campaign. A referral tells you...
