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Monthly Archives : November 2021

How’s life?

No, no, no – really how’s life? We’re not saying this just as a polite greeting, but instead are asking this as many people have become a bit more reflective after the pandemic, as we’ve all seen how our lives can be totally upended by something completely from left field. Unfortunately, a small number of our clients were (and one or two continue to be) quite sick from covid and we know people who also suffered bereavement because of the wretched virus. These people have unsurprisingly been reflecting on their new circumstances.

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What are your financial needs now?

We spend our days helping clients to plan their financial futures. What we see is that people face similar challenges depending on their stage of life. At the same time of course, each and every one of us has a unique set of circumstances, has our own specific financial objectives and needs bespoke advice to help us reach our goals.

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