Conflicts of interest made simple for investors

Conflicts of interest made simple for investors

From time to time we all take advice. We seek advice from a Doctor when we don’t feel well, talk to a lawyer if we have legal concerns and we ask friends, family and colleagues about all sorts of things. We assume that the people we ask, have our best interests at...
What can a banker and a fisherman teach us about growth?

What can a banker and a fisherman teach us about growth?

An investment banker stands on a beach in Mexico, watching a fisherman pootling into to the small dock. He’s got a little boat and once he’s moored it, he steps up onto the dock, a brace of fish under his arm. The banker approaches the fisherman and asks him if he had...
International Investment Awards 2021

International Investment Awards 2021

It seems like yesterday that I wrote a blog about winning three prestigious awards at the International Investment Awards. It was actually a year ago and time really has flown by this last year. I’m delighted to confirm that we won the same three awards again this...
Whose side are you on?

Whose side are you on?

From time to time we all take advice. We seek advice from a Doctor when we don’ feel well, talk to a lawyer if we have legal concerns and we ask friends, family and colleagues about all sorts of things. We assume that the people we ask, have our best interests at...
Just review it.

Just review it.

I was chatting with a client the other day. I’d not heard from him for several years, despite regular nudging. This was the last in a series of meetings designed to take him through a full financial planning review process: life goals, timelines, strategies, risk,...