If you’d have been sat with me two and a half years ago, on a freezing cold January morning in 2017, in a small grey office at the back of
Read More
Are you unknowingly harming your future financial health by making some simple mistakes? As investors, we make informed assumptions and judgement calls based on the information available to us at
Read More
The financial services model in the UK is broken. From the global financial crisis to the PPI scandal, we are now faced with the prospect of serious mismanagement of our
Read More
Stack of coins getting bigger
As is usually the case with my blogs, a conversation with an Accountant on Friday, and two of his clients subsequently, has given birth to this latest post. We were
Read More
Couple with dog
I write further to my last posts, on the ongoing national care system 'car crash' - that is becoming worse all the time - due to the boom in post-war
Read More
Person filing documents
Last July I took 2 chaps from Sei – the global investment manager that provides our in-house investment platform, to see a long standing contact who is now the retired  Managing
Read More
Inside an office reception
Twice over the Christmas break I have found myself discussing how an Asset Protection Trust works and what one can be used for... Both conversations were as a result of
Read More
I came across a set of statistics recently that shocked me. I'm not one for stats normally but I do know that these won’t be far off from the mark.
Read More

Contact us

Contact Us