Thank you again to our clients and the great staff team as we have once more hit the top 100 firms under New Model Adviser’s annual assessments.
We are only one of twenty-two advisory firms in the top space amongst other investment management firms too and sixth in the last twenty-five announced! Reflecting growing professionalism generally within the industry, we are one of seventy-eight firms with the highly regarded Chartered status and one of only twenty-seven firms with discretionary management permissions. The latter enables us to look after our clients’ longer-term investments without restriction and to react immediately to market changes, all for a very competitive annual management fee. We can now boast a track record of over thirty-five years, far more than most of the other ninety-nine!
https://citywire.co.uk/new-model-adviser/news/the-top-100-2020-check-out-the-last-25-firms/a1419321
We all know how challenging and difficult the last year has been for all of us and we can only give our very best in the face of those challenges. Rudyard Kipling’s Poem ‘If’ comes very much to mind, though keeping your head when everyone around you is losing theirs is little consolation at the time.
Last Friday I took what I realised was the first day’s excursion with Helen since about February. We went to Nutcombe Bottom, on Exmoor, to see England’s tallest tree, a Douglas Fir and a magnificent beast it is too, amongst many others of as superb a stature and several there with greater girths. The relevance? It reminded me that despite all, that tree has grown through myriad traumas since it was planted in only 1876. Yes, we too shall still be here ‘through the other side’ and whatever the world throws at us, Covid19 as well, you and we shall continue to be here and survive and thrive into the future and we need some bigger doses of hope and memory for what the future will look like for us all. Yes, there will be tragedy and great sadness too and I appreciate that very much. One of our daughters has contracted the virus and our other (both NHS students) has a house-mate who has gone down with it but they are all young and healthy so should be fine. The world will defeat it and it will become but a memory in time and we must make sure that we plan our lives – and our finances – looking to that future and not simply as if the storm will be here for ever – it won’t. If you like trees, it is worth a visit and is very accessible for those with mobility issues too. Take the Timberscombe road from Dunster.
