Welcome
We particularly welcome our existing clients visiting our website as one of the main purposes of the site is to enhance our service to you. The information available herein is an opportunity for you to refresh yourself on various topics and/or learn about new ones. From the Market updates, News & Archive tab above you can access Stock Market updates, occasional news documents and past mailings. You will need a password to open these documents, which we will be pleased to provide on request.
We are particularly keen to hear your views and ideas about our site so that we can improve it and increase its' value to you - please let us have your feedback.
Reviews
We all know that as we go through life our circumstances change and this means our financial requirements change and need to be reviewed.
In practice, we have found that our clients circumstances don't change that much from year to year and we have generally taken the view that we should treat our clients like adults and not pester them with unnecessary contact. Inevitably, however, circumstances will change - such as getting married/divorced, having children, moving home/job, changing mortgage and/or borrowing more, becoming self employed/starting a new business, coming into some money, etc. - and at such times we encourage you to contact us and discuss your new situation and possible requirements.
Of course, from time to time you should consider existing pensions, investments 
and savings, and fund choice/asset allocation should be reviewed in accordance with any changes to your circumstances and attitude to risk.
You can check and compare the performance of your funds by clicking on the image.
Update your details
You can notify us by email of basic changes, such as address, marital status, name, etc., from the link below, and we will be happy to speak with you about other changes as required.
Client details update
(Please bear in mind emails are not necessarily secure and we are not responsible once the email has been sent).