True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Tag: COVID 19

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Has COVID-19 changed financial planning meetings forever?

Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]

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Category: Financial Planning, Thought pieces

Out of adversity comes opportunity: economic and stock market commentary 

As always we sincerely hope that all our clients, their families and friends are keeping safe and well.    On the other side of the windows out of which we now watch the world, spring is in full bloom and the first shoots of the plan to exit lockdown is gathering pace. Covid-19 has had catastrophic […]

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Category: Investment management

Covid-19 update: navigating a path through lockdown

As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]

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Category: Financial Planning, Investment management

A Day In The Life… John Winstanley

Our business development director John Winstanley opens the doors on his new work-from-home life. Now we are well into this second period of ‘lockdown’, I thought it would be interesting to share my personal experience of working from home. I have always been very routine-orientated and have strived maintain one while working from home. So, […]

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Category: Lifestyle, Our team news

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