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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 you're the hero of your life story

The names Edmund Hillary and Tenzing Norgay are synonymous with Mount Everest...
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It’s not popular, but our investment approach works

The investment industry is known for its different approaches. Some are more controversial than others. One of the more controversial viewpoints is between what we call an ‘active’ and a ‘passive’ investment approach.
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The Dangers of Recency Bias

Even the world’s greatest investors have succumbed to our tendency to favour recent events over historic ones, also known as recency bias. This behaviour often influences others to do the same, as we are only human, after all.
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