How We Do It

Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.

Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.

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October10

Going Green with reusable bottles

What a fantastic idea from our social responsibility committee. We’ve given up using disposable plastic cups and replaced them with our own reusable metal bottles which hopefully will be kinder to the environment. You might notice the logo which will be appearing more and more on our media. As a team, we’ve been working on … Continued

August15

How safe are Government Bonds?

It is widely held that government bonds are a safe investment – after all, you get your money back at the end of the term plus interest, fact. This is certainly true in the actual pounds and pence you will receive, but what is the real return, relative to the latest UK inflation figure of … Continued