In amongst all the current gloom, our little ‘dream team’ keep managing to come up with something to be cheerful about. Beth joined us in 2020 after a career in the NHS. It was quickly apparent to us that her analytical skills and fastidious attention to detail made her a perfect addition to the T&T
Just as the face masks are coming off and ‘normality’ is finally returning after two extremely hard years, we find ourselves lurching into another external crisis. The invasion of Ukraine by Russia understandably puts all of us on edge. We all feel powerless to help and frightened that things will escalate further. The fact is
Darren and Katy travelled up to London for the first time since the pandemic this week; to challenge for the most prestigious award in financial services – Citywire’s New Model Adviser Firm of the Year. The award is open to some 6,000 advice firms around the UK and celebrates the very best in financial planning.
The best way to scare me is to put me on a rollercoaster. Call me a control freak but I spend the whole time wondering if the tracks may have come loose, or whether my safety bar has been properly maintained. The worse part of a rollercoaster for me is the upwards rise, as you
All of our clients will know that we often start with the FTSE 100 when considering how well or poorly their portfolios have performed. The FTSE 100 index is the largest 100 companies in the UK, listed on the London Stock Exchange. It has always been quite a good indicator of global performance, as it
Yesterday afternoon, Holly sat down to the J10 Discretionary Investment Management Paper from the Chartered Insurance Institute (CII). Due to current restrictions, she was unable to go to an exam centre and so extremely strict conditions were set up in one of our conference rooms with multiple web cameras positioned for an invigilator in America
