Investing
What Roger Federer can teach us about investing. If you’ve been enjoying Wimbledon this week, you’ll know the feeling of watching something that looks effortless
June 25, 2026 1 Comment
What Roger Federer can teach us about investing. If you’ve been enjoying Wimbledon this week, you’ll know the feeling of watching something that looks effortless
Four days, five meetings, and an investment committee thrown in for good measure. Two annual planning meetings with long-established clients confirmed, once again, what the
I had an interesting conversation with a client a few weeks ago. A couple, both retired, financially very comfortable. We were doing our regular review,
In our modern world, we overcomplicate most things in our lives. The complexity has a way of taking on a life of its own, and
As we approached the 2025 Budget Statement, speculation was rife about how Chancellor Reeves would increase the tax intake without breaking the Labour Party manifesto.
Every few months, the headlines recycle the same story with a new costume. A bubble here. A crisis there. AI this time, crypto last time,
It’s a pattern we see time and again. A fund manager delivers spectacular early returns, the press dubs them “the next Warren Buffett,” and the
In the world of financial planning, few things are as critical yet often overlooked as estate planning. A recent client experience highlights the potential pitfalls
On March 27, 2025, Chancellor Rachel Reeves delivered her Spring Statement, aiming to provide stability for the economy and security for working people. The statement
The recent changes to the Inheritance Tax (IHT) treatment of pensions, announced in the November Autumn Statement, have sparked a surge of interest among clients
