I have touched upon personal vulnerability before. It is a subject close to our hearts for clients. The conviction of the Church Warden over the killing of a vulnerable elderly man after first ensuring his Will had been changed in his favour, as well as defrauding an elderly woman (and potentially others) reminded us that we all need to be vigilant

With Sterling so low and prospects for the UK being so unsettled because of the Brexit situation that the opportunities for corporate takeover are very high.

Well here we are, with a new Government and the most ever Cabinet changes in a sitting party of power for sixty years. Whatever your views on Boris, I have optimism that going forwards

I really enjoyed the BBC2 programmes inside the Bank of England (iPlayer available!). However, something really struck me on the last episode.

I am pleased to report that we have some constructive news for ex-Organic Investment management clients.

Did you realise that despite all the negativity, in the US at the end of 2018, the numbers of jobs available exceeded the numbers of those seeking work? That’s quite a turnaround!

Well done to Felix Milton for his brief appearance on MoneyBox Live on Saturday 8 June! He was thanked and complimented by Paul Lewis afterwards and with offers to repeat his attendances.

The fall-out is continuing following the suspension of his flagship fund. The Patient Capital Trust has been downgraded by one leading broker which is concerned that the fire-sale of assets in the suspended funds could impact valuations

I am sure that we all agree that in life we seek the concepts of justice, equality, conformity and fairness though naturally we may have different ideas for attaining that.

It is very hard doing that sometimes. It doesn’t matter how hard we try, the pretty advertisement promoted by some TV celebrity (adverts of which they are oblivious) saying how much of a fortune they have mad