Thank you and goodbye, 2021

Thank you and goodbye, 2021

The team have signed-off for the festive period and it’s time many of us sit back and take time to reflect on the past year and perhaps look forward to the new year. We are forever grateful for the support that our families, business partners, fellow professionals and...
Optimistic for the future

Optimistic for the future

At this time of year you usually reflect on the past twelve months, however I’d prefer to look ahead at the challenges and opportunities that we see in investment markets.  There are always things to worry about; we’ve had plenty in the last decade such as the...
Our approach

Our approach

I was asked today about what’s been the biggest learning from 2021. 2021 has been a year unlike most, for many reasons, but not least the various challenges we have all faced from the on-going Covid-19 pandemic. Covid aside, this year has been extremely positive from...
Financial mis selling

Financial mis selling

I was recently introduced to a potential new client who had been ‘sold’ an unregulated investment and as has been the case much too often recently, this turned out to be a bogus investment. The poor individual is now looking at nearly a 6-figure loss on the...