So you want to invest in line with your values?

So you want to invest in line with your values?

ESG Investing is here to stay. This is being driven firstly by a raft of new regulations and legislation coming from the EU around responsible investing, ensuring that investment managers consider carefully the ESG credentials of the assets in which they invest....
Risks are a key feature of investing

Risks are a key feature of investing

When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a full understanding of your liquidity requirements, any asset...
Beware your Investment Biases

Beware your Investment Biases

We wrote in October about “Staying out of your own way”, a piece that resonated with a lot of people in these volatile investment markets. In this article, we spoke about how managing our own behaviours is the single factor that will probably have the greatest impact...
5 Principles of Sound Investing

5 Principles of Sound Investing

Investing today can be a bit of a minefield. You could end up paralysed by fear, worrying about the possible impact of the likes of Covid, Brexit, market fluctuations and the economic impact of climate change. However as your financial adviser, we remain focused on...
Is it time to get your money off deposit?

Is it time to get your money off deposit?

Are we finally getting back to normal? It’s great to see people out and about again as the country eases itself out of lockdown. And for all of those retail businesses that were forced to close their doors, the early signs are good with the example of footfall on...