3 steps to your WealthMap
A sophisticated and elegant process allows you to build an award-winning financial plan in three collaborative stages.
Momentum November 2022 Update
Tom provides an update on market sentiment and what to expect moving forward.
36 Months of Barnaby Cecil
In this video, Tom explains where we are as a company today, and the services we have created for you, as we reach three years in August since launching Barnaby Cecil in 2019
Oh no!! US stocks enter a bear market!
Tom explains what this means for you and your long-term plan and what we should do. Things might not be as bad as they seem...
Navigate Portfolios & how they use the Efficient Frontier
Tom explains how we use time-tested portfolio theory to build successful financial plans.
Navigate Q1 portfolio update
An update on the progress of our Navigate portfolios and a review of the recent Betafolio report.
Barnaby Cecil & Betafolio
Tom talks to Barnaby Cecil clients about their recent investment performance, Betafolio's role in our ongoing success; as we approach £45m of assets under management.
Navigate Portfolios and how they are built
The historical performance of the Navigate range has been excellent. How has this been achieved?
Investment success through Navigate Portfolios
Access the great capital markets of the world. How do we create superior returns for our clients?
Find your perfect balance
We can help you find your balance between living for today and planning for tomorrow.