This list is a chance to showcase the activities we think deserve praise. By and large, we are looking at the snapshot of the past 12 months of a firm’s lifespan. But by the same token, projects that are only just bearing fruit after months or years of work will have also paid off. I...

With the recent turbulence in the markets we are returning to more regular investment updates for those who are interested and more generally to keep you informed on what our investment partners think is going on with the markets. Please feel free to read selectively as we have kept as mu...

During our working lives our assets appreciate in value (hopefully), but when we retire, we need to adjust to the fact that they may start to reduce as we lose a regular income. This can seem daunting when you’ve been working your whole life and are suddenly spending more than your income,...

The majority of us work, or at least expect to work, until we turn 60 or 65. But is this what we really want? At the risk of being too morbid about things, when you consider the average life expectancy in the UK is 81, that gives us only 15 years to enjoy retirement. Just because it’s the...

The way we manage our money hasn’t changed in many years, as well as who we bank with. 80 per cent of us still put all our money in the hands of one of the Big Five – Barclays, HSBC, Lloyds, Santander or Royal Bank of Scotland. But it could all be about to change, thanks to new regulation...

We’ve spent the last few months talking to our customers to understand what makes them tick, from their hopes, fears, and their expectations. Here, we round up your top questions. Keep reading to see if we’ve answered yours… Will Brexit affect my investments? We’ve already covered ...

Future proofing your finances We have been speaking to some of our clients to find out what makes them tick, from their concerns, to recent successes, to planning for the future. In a series of blogs, we’ll look at some of the issues which have come up time and time again. When planning...

We have been speaking to some of our clients to find out what makes them tick, from their concerns, to recent successes, to planning for the future. In a series of blogs, we’ll look at some of the issues which have come up time and time again. Not a day goes by when we don’t hear somethi...

It may not be 1st January, but the start of a new financial year is a great time to take stock and look forward to the next challenge. We’re really pleased to say we think we’ve done a lot in the last year, and as we stop for a breath (only for a second, mind you) to reflect on the past 12...