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’!

Dear Friend A two-sided story here.  UK equities have been doing atrociously, both absolutely and also comparatively to, say, the US market full of over-puffed ‘tech’.  https://www.ftadviser.com/investments/2020/09/24/investment-in-uk-equities-hits-record-low. The proportionate investment allocation in UK equities has fallen to a record low of only 29% according to the Investment Association and despite an increase overall in shares’...

Dear Friend News I am pleased to announce the appointment of our team of Client Support Managers! We are looking always for how we can improve what we do to help service our clients’ needs and those of the Business. It is with this in mind that we have created a team of CSMs which is...

Dear Friend Market Madness Again Here are some interesting facts for you. So, despite the average S&P 500 stock’s earnings down a third on a year ago the index hits a new peak… as the average stock there actually stands at 28% below its peak… Technology now counts for 38% of the value of the whole...

Time to revisit our approach to jobs?

There is an abundance of excellent opportunities out there to buy at the moment!

Well, thirty-five years ago this month I was sitting in the small upstairs’ office in my parents’ home with my sister on a Youth Training Scheme engagement thinking ‘what on earth have I done?’

Recently we have been helping a client transfer to a leading alternative investment platform to consolidate his assets.

So why did this recovery take place? Not only have literally trillions been poured into support and credit by central governments/banks