March 2020

30 Mar

Planning your Isolation

The world seems to be pressing pause at present, in the midst of the Corona Virus Pandemic. We are on lockdown and the future is unclear. These are strange and uncertain times, and it isn’t unreasonable to be confused, concerned or even a little overwhelmed...

24 Mar

Being Bold in Uncertain Times

‘When others are fearful be greedy and when others are greedy, be fearful.’ This quote from Warren Buffett underpins his investment strategy, and is a useful motto to fall back on in times of crisis. Financial markets have fallen by up to a third at the time...

24 Mar

Video: Staying in the Market

David finds that spending time getting to know what is important to his clients helps to provide reassurance when funds take a dip in value. In the difficult market conditions of 2008/09, a lot of clients ‘bailed out’ of the market. To do this was not...