The value of advice

It’s important to us as a business that when we work with our clients we demonstrate ‘good value’ and I’ve written on this blog before about how we are able to add value to our clients.  When we work with our clients, Our priority is to help build and protect their wealth throughout our clients relationship […]

Eggs, Baskets and my Nan’s omelettes

I was recently asked to comment on the new research report from the University of East Anglia proposing a new method designed to make ‘portfolio theory more practically valuable and user friendly’.  If you work within our profession the last sentence is likely to make sense.  However if you’re reading this and you don’t work […]

Banks, Shops and Service

It’s not been a particularly positive couple of weeks for many in the banking fraternity.  Actually, it’s been a tough couple of years, but the last week or so have been especially difficult. Firstly the Royal Bank of Scotland had a number of technology issues after a software update.  You’d assume that with an organisation […]