As our clients will know, we are different! Exactly 10 years ago, Lisa and I set out to build a financial planning practise that would deliver everything it promised and would hold a reputation as being the standard to achieve in our profession. Since then, we have gone to huge lengths to ensure that our
Darren visits the Gherkin to look closer at Standard Life’s ‘Ethical’ proposition as part of ‘Good Money Week 2016’ When I first started building socially responsible portfolios for clients some 15 years ago, it usually was enough to select a fund with ‘ethical’ in the title. We screened funds for clients on what we term
Katy Owen considers the good the bad and the ugly: Right now, you can’t get two minutes into a news broadcast without hearing about Trumps’ latest antics or that the pound has fallen. News was never cheerful, but why are the media currently so hung up on a falling pound? Is it really bad for
Well I am alive and back home! The past few days have certainly tested me mentally and physically as I have churned my way through 82 miles of some of the most beautiful and brutal coastal trails in the UK. Getting lost, and the Cornish idea of ‘value for money’ certainly added to the miles
My huge thanks to all who have so kindly sponsored me to run the Atlantic Coastal Challenge in October. The training is nearly at an end now as I try and heal damaged parts in readiness for what is to come! From our clients’ investment into pharmaceutical companies over the years, we know that there
It is with great pleasure that we share the final part in our ‘Buried Treasure’ trliogy. Join Darren and Carys at Nolton Haven Beach for 7 minutes as they show you how UK Life Assurance Bond wrappers work…..