- Executive, HertfordshireWhen our previous, long standing IFA announced his intention to retire, we were naturally concerned about finding a new IFA to provide the Company and our … Continue reading →Ian & Ann, BedfordshireMatthew has been our financial adviser for the past year. As we have known his family for many years we asked him to come to our … Continue reading →Keith, LawyerMatthew has been my trusted adviser for several years. He has a calm, considered professional manner and is a pleasure to deal with. Always giving of his time, I feel … Continue reading →
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Category Archives: Investment
So you’ve sold your business – now what?
You’ve spent years building a successful business and you’ve finally completed the sale. It took MANY months to get to this stage but you now have your millions, what do you do next? For many, this is the question that … Continue reading
Posted in Financial Planning, Investment, Pensions, Retirement, Tax
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Your Portfolio’s Worst Enemies
Investment is defined by the Oxford English Dictionary as “the action or process of investing money for profit”. However, as with all things, it is not quite so simple. Investing, in every sense of the word, involves exposing your assets … Continue reading
Posted in Investment
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Coping with market turmoil
This seemed like the perfect topic to kick off our new blog with. It is a subject that many investors have been wrestling with over recent months. When the markets are behaving as they are currently, the temptation is to … Continue reading
Posted in Investment
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