Focus On Fees

As financial planners, we like to concentrate on the things we can control, i.e. the risks you take, the tax you pay and the fees you incur. Fees are necessary, as they facilitate the management of your investments, but they must be appropriate and not so excessive, they impede the Read More >>

Woodford: Hero to Zero

If you follow the media in any form, you’re sure to have heard of Neil Woodford and his spectacular fall from grace. He came to my attention very early in my career and as I was learning about fund management, his name came up time and again. He famously decided Read More >>

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