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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

How much is enough?

“How much is enough?” That’s a question I’ve been asked a few times. You could lose an entire afternoon to staring out a window and trying to find an answer...
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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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The space in between

With Covid restrictions now well and truly over, life is finally getting back to normal. We can now do the things we haven't been able to for years.
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