Insights.

Toby Reynolds Toby Reynolds

Chasing past performance…

Investors are often inclined to select investments based on past performance. The expectation is that top-ranked funds will continue to deliver the best performance…

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Sam Sloma Sam Sloma

You are your business…

As an ex-footballer or an entrepreneur who has perhaps recently sold a business, it is not uncommon to have amassed a level of wealth where your capital is now generating substantial sums of money…

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Sam Sloma Sam Sloma

Why we conduct all our Annual Reviews at the start of the year…

It’s Annual Review time and it’s fair to say that we’re well and truly in the thick of it. All our clients have their reviews between Jan and March, it means that the start of the year is a very busy time for us and there’s no denying that it is full on and very intense – so why do we do it?…

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Sam Sloma Sam Sloma

The psychology of spending money…

Here are some hopefully thought-provoking aspects of spending that are worth considering in relation to yourself and your own financial position…

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Toby Reynolds Toby Reynolds

Behavioural Biases…

Humans are complex and emotional beings and there are factors at play that can cloud our rational judgement and decision making…

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Emily Woolf Emily Woolf

The adventure of a lifetime…

From a young age, I have wanted to experience new cultures, immerse myself in local customs and cuisines and visit iconic landmarks and breath taking landscapes. And now… my dream is becoming reality…

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