It is an interesting time for reflection at the moment.

I wish everyone a Happy, Healthy and Prosperous 2021

Well, this will be my last missive before a break. I do wish you a Happy Christmas

A sad occasion to see the likely demise of Debenhams and Arcadia group.

Well. Global stocks record their best month on record.

The best advice which any investment manager or adviser could have given

This is a quick and brief update eshot following the announcements on Monday which saw markets rocket.

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.

Thank you again for Plimsoll Publishing’s latest ratings of the Firm. We are considered again as being ‘Strong’ with a ‘healthy balance sheet’ which puts us in a ‘position to survive and thrive’.

We are humbled to have been chosen as the winner of ‘Finance Monthly’s Global Award 2020 in the category of ‘Financial Planning’!