Having recently competed with a large wealth manager for some pension business it was truly shocking to see the difference in cost and also the historic returns of our solutions. The performance of the competitor’s portfolio over 1 month, 3 months, 6 months, 1 year, 3 years and 5 years was comparably awful. It was […]

Key Traits of Our Clients As we reflect on 2019, it’s given us an opportunity to look at our client base more closely and understanding which specific traits, characteristics and mindset get the most from our skills.   Thinking Long Term You may have heard us mention this once or twice. It’s as true today […]

After much discussion between the senior management team, we’re looking to commit to two charitable areas in 2020. This will involve fundraising and sponsorship, we’ll keep everyone updated through our social media channels on our charity progress. Let’s make 2020 a phenomenal year for everyone!   Local Children’s Charity There are such great causes locally […]