Please note that by clicking on any of the links below you will be taken away from our website to a third-party website. These third-party sites are not controlled or monitored by us and therefore we are not liable for any of the content.

9/11/2014 – The Daily Telegraph

Philippa comments on ways of investing.http://www.telegraph.co.uk/finance/personalfinance/investing/11217500/It-cost-me-1000-to-leave-Hargreaves-Lansdown-but-its-still-worth-it.html

Time for change

When we sit down with new clients to discuss how they have managed their money to date and what we can do to help going forward, the main issue raised is that clients are “fed up of being put in a box” by their previous adviser. That’s not our approach. This usually relates to the […]

Recently I was asked to host a national awards ceremony

For me this was a great honour, as I have always been committed to improving our industry and it was nice to be acknowledged for that. What struck me most, as I delivered the speech and handed out the prizes, was that I am not on my own. There are now a variety of highly […]

Getting your investments ‘marathon ready’

A new marathon has been announced this year. We will see the inaugural Shrewsbury Marathon take place in June and given the publicity it has already received, I imagine it will be a popular event. So how does one go about training for such a day and what implications does this have for your investments? […]