by Carole | Feb 5, 2026 | News, Newsletters
One of the most difficult parts of my role as a financial adviser is helping potential investors to understand risk. Every adviser has a method of testing a client’s attitude to risk. This is usually done by means of a questionnaire. The questionnaire then analyses...
by Carole | Jan 15, 2026 | News, Newsletters
This is the time of year when our minds turn to New Year resolutions. What sort of resolutions could we make about our savings or investments? Have we made a plan? What about all these spurious bank accounts we set up on a whim following a column in the FT or an...
by Carole | Jan 7, 2026 | Articles, News
Money should be fun - Part 2 You might well ask the question? How can money be fun, obviously it cannot be fun in itself it is merely a means of exchange of goods and services but how we use our money can make our own lives and the lives of others more fun. I do not...
by Charlotte | Apr 22, 2020 | 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 | 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 | 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....
