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A guide to using Zoom

We may be carrying out video calls with you using a video conferencing tool called Zoom. This is secure and easy to use – this short video explains how you can use it.

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Copy here introducing the client stories section and examples of testimonials

Financial Fitness: How Couples Who Plan Together Can Thrive

Over the years, I have learned a thing or two about how working together as a couple can create benefits that extend far beyond the numbers.
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Weekly newsletters: Waste of time?

At some point, someone in the marketing department of most investment firms will venture the following: “Well, we had better send our clients something to read, otherwise they will think we haven’t done anything all week. Make it sound important and it’ll justify our fees.”
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Why bigger isn't always better

When choosing the right financial planner which is best? Small team or big firm?
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