Being the best you……

Being the best you……

This week my wife passed an exam which completed her Investment Advice Diploma qualification. It has been 5 years in the making as due to growing our family she stepped back from exams for a period of time. Doing further exams to obtain professional qualifications are...
Known knowns

Known knowns

  Donald Rumsfeld is unlikely to be remembered as a great Secretary of Defense for the US, however he probably will be remembered for his comments regarding known knowns.  He was being questioned in respect of weapons of mass destruction in Iraq and commented:  “there...
Restrictive covenants or not?

Restrictive covenants or not?

Friday marked 365 days since my restrictions kicked in after leaving my previous employer. Whilst I understand why many businesses feel the need to include such clauses in contracts, it is very frustrating not being able to speak with people who you had worked with...
Merry Christmas!

Merry Christmas!

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...
Looking back at 2020

Looking back at 2020

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...
Marketing – our approach

Marketing – our approach

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...