by Charlotte | Apr 22, 2020 | Financial Articles, News
Covid-19 update Covid newsletters We have established a webpage providing updates on the office during lockdown, as well as providing links to a variety of newsletters for employers, schemes and individuals We are also running a monthly newsletter where we are...
by Charlotte | Apr 20, 2020 | Financial Articles, News
April 2020 I wrote this article before the current isolation situation but I feel that it gives us all something else to think about during this strange time. I meet clients from time to time who use the expression ’I have a blank about money’ and to some this...
by Charlotte | Mar 31, 2020 | Financial Articles, News
Strange days indeed As the year turned, we might have imagined that the decisive genera election result might bring some stability to 2020 after the turbulence of 2019. Some may have hoped we could turn our attention to pressing global issues such as climate change....
by Charlotte | Feb 3, 2020 | Financial Articles, News
Looking at it another way – I keep putting off Writing a Will When I meet a new client for the first time, I will ask them to bring along details of their investments and a brief resume of themselves and their objectives. When reviewing this information, very seldom...
by Charlotte | Jan 6, 2020 | Financial Articles, News
Looking at it another way – talking and thinking about money is not boring I have been a financial adviser now for over 40 years and one of the most interesting aspects of my work is to learn about my clients and their needs and objectives for their lives. They arrive...
