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You may regard capital volatility, the ups and downs in the value of an investment, as not being suitable for you regardless of the medium to longer term investment outcome.  In this situation the usual option is to retain cash in a deposit account or National Savings and accept a generally unattractive and disappointing interest rate together with below inflation returns.  We can however consider and recommend a deposit based investment which provides the opportunity to achieve returns Read more…

For several years now we have purchased Christmas Cards from UNICEF to send to all our clients and contacts. A proportion of the cost of the cards goes directly to UNICEF which is a charity I favour. We now have over 1000 clients and the cost of cards and postage is significant. It occurred to me that it would be better to make a contribution directly to charity rather than paying for cards and postage Read more…

Welcome to the new look website. Our previous website was designed over eight years ago and we felt it was looking a bit dated. Hence this new website which we have designed over the last few months. It is intended to reflect our new branding and to provide a helpful introduction to our range of services. We welcome your comments on the new site and intend to add articles to this blog on a regular Read more…

At the time of writing, England are just about to kick-off against France in their first game in the European Championships. Hopes are not high for our team in this competition but like many people my hope springs eternal and you just never know! As far as investors are concerned European fiscal worries have played heavily on client confidence over recent months. Fortunately not all asset types have been adversely affected by recent volatility. Many Read more…