When I switched from accountancy to financial advice in 1987 the landscape was dominated by a few very large salesforces.

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.

What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that's the quality that all of our clients seek.  

Our usual way of life has been turned upside down by the global pandemic. Thankfully, due to the exceptional role out of the UK Covid-19 vaccination programme, the hope that life will return to some semblance of normality is a realistic prospect.