Summer Newsletter 2024

2025 is proving to be a case study for those who believe time in the market is more important than timing the market.

We are delighted to announce that Daniel Bullen, Matthew Brown and Toby Douglas have recently completed their qualifications to become Independent Financial Advisers.

We are delighted to announce that Joseph Findlay and Matthew Taylor have been appointed as Partners with effect from 1 June 2025.

2025 has been a very noisy year so far. Important news has come thick and fast, be it related to trade tariffs, defence spending, artificial intelligence or other themes.