Whilst our clients benefit from our holistic financial advice, I am often asked for a convenient financial check-list, sometimes to pass on to friends or wider family. Accordingly, this is my top-10 of New Year Financial Resolutions:
Contrary to many commentators’ expectations, 2017 has been another good year for investments. However, for a UK sterling based investor, volatility has returned as currency movements have distorted and magnified market movements.
Whilst a friendly personal service will always remain at the heart of everything we do for our clients, every member of the team is engaged in a project to enhance our client proposition. The main project this year has been the launch of our client portal.