Keep The Faith: Markets Will Bounce Back

Record stock market highs were recorded in February, which now seems a long time ago. A month later, Covid-19 and an oil price war between Russia and members of the Organisation of the Petroleum Exporting Countries (OPEC), led by Saudi Arabia, brought about the biggest market downturn since the financial Read More >>

The Importance Of Understanding Your Investments

When you ask someone for investment advice, you need to know where your money will be placed. It should raise a red flag if they can’t explain their approach concisely and confidently. In my formative years, I witnessed pre-RDR (Retail Distribution Review) advice relying on ‘with profit’ or ‘balanced managed’ Read More >>

The Long Road to 10K

Jon and fellow partner, Martin, are taking part in the Sheffield Ten 10 Ten on October 6 to raise funds for our Belmayne Foundation. Having not run regularly for six years, he’s a bit rusty! Here’s how training is going so far… My intentions were good. I signed up nice Read More >>

The Critical Role of Critical Illness Cover

“The shock is beyond belief, the whole world changes and very little is concrete anymore.” These are the words of one of our clients, following his cancer diagnosis. Fortunately, he’d had the foresight to invest in critical illness cover, which meant he could focus on getting better, without worrying about Read More >>

Designated Members: David Bashforth FPFS, Jon Stevens APFS, Ben Smalley APFS and Martin Birch FPFS MCSI.
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