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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

Why Sector Knowledge Doesn’t Always Translate into Investment Returns

While expertise in an industry coupled with a deep skill set seems like a natural advantage for identifying opportunities, my years of managing portfolios suggest that the relationship is not always straightforward.
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From the 2008 crash to recovery: Peter’s story

Commodities are volatile, cryptocurrencies have crashed and the cost-of-living crisis is causing panic around the world. With economic uncertainty affecting portfolios, mortgages and job security, most people are likely to be affected in one way or another.
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Are Flash Crashes on the Rise? What Investors Should Know About Volatility and Recovery

It has been a rollercoaster few weeks on the stock market. ‍A dramatic plunge was followed by a strong rebound, resulting in one of the best weeks of 2024 so far. ‍But this turmoil has left many of you wondering: “are markets more volatile at the moment?” 
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