Testimonials

A new way of life

I found my Adviser very helpful. He took the time to go through all of my different savings and investments, and then produced a comprehensive report.

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How employers are stepping up and helping people manage financial stress.

How employers are stepping up and helping people manage financial stress.

10th April 2025

Money worries are having a detrimental impact on the workplace with our latest research finding that 40% of employees believe that it affects work performance by causing increased stress levels. One in ten (10%) say it has led to increased sick days.

Week ending 11th April 2025.

Week ending 11th April 2025.

14th April 2025

This volatile week has underscored the value of maintaining a long-term focus. Markets endured a dramatic sequence of events—plunging early in the week as trade tensions flared, only to soar midweek after a surprise policy pivot from the White House. This highlights the importance of staying focused on long-term investment objectives rather than reacting to short-term market noise.

Market Update - 9th April 2025.

Market Update - 9th April 2025.

9th April 2025

After a stormy week, markets regained some composure on Tuesday, though some ended the day on a subdued note.