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July 2013 news update

A very sobering month. I have visited clients I have known for many years who can unfortunately no longer look after their own affairs. Fortunately Powers of Attorney forms are in place and now [...]

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June 2013 news Update

The new client portal website has been launched and the completely new system is proving a challenge to use for some of our clients. With this in mind we will visit any client who are having [...]

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May 2013 News Update

The financial services industry is evolving rapidly and our investment in technology ensures that we can offer a low cost tailored service to all our clients who invest through us. The new client [...]