It feels like we have had enough uncertainty of late to last a lifetime, doesn’t it! Of course, it’s difficult not to get caught up in the vortex of negativity... read more →
I’m not talking about slavery in the traditional sense of the word. I’m talking about another form of slavery and it is something I come across nearly every week. This... read more →
“I’ve got it all sorted!” This was a statement from a new potential client the other day, when we were talking about their financial requirements. He only wanted advice from... read more →
These were the amusing words uttered by one of our clients the other day, having failed to ‘hook-up’ on our zoom call. For some reason, her iPad wasn’t playing ball; “I... read more →
I’ve had some interesting conversations over the last couple of weeks with both new and existing clients regarding retirement. We are always keen to place clients in the ‘driving seat’ and... read more →
Agatha Christie’s book “And then there were none” was written on Burgh Island, a place where my wife and I stayed for a couple of days last week. A decadent... read more →