Spring Investment Review

Thank you for your continued support which has helped us to become even more widely recognised in recent months. Not only have we recently appeared on the cover of Wealth Manager, a well read and highly respected industry magazine, but we were also delighted to...

Captain Dull – Zurich Advice Matters

A fitting way to celebrate our first year in business, November 2017 saw our very own Keith Edwards take pride of place on the cover of  Zurich’s Advice Matters magazine. An article in which he divulged on his Investment Strategy, Business Growth and Working Life...

WINTER INVESTMENT REVIEW

The annual debate as to whether we’ll be showered with snow and our country will be brought to a standstill, for three days, will soon be upon us. We could have snow ploughs and services akin to the Scandinavians and Swiss but I think the...

Summer Investment Review

The summer is often a time of low volumes but sharp price moves which can give us the odd opportunity. However, sometimes stocks are cheap for a reason; the value trap seems to have returned to haunt some larger investment funds. We added Capita after...

Election Investment

So, I lost a 50p bet with my wife, Alison. When they announced the election, I thought the Conservatives would retain their majority but make little progress. Alison thought there would be another hung parliament as the Liberal Democrats would recover strongly. Neither of us...

Market Commentary Spring Review

Having spent some downtime in Cornwall with my Cornish wife and the mid-century generation (a new phrase to me) attending the Daphne du Maurier literary festival, for all the noise and fuss, it seems life moves forward. The election only peaks my professional interest in...

MARKET COMMENTARY FEBRUARY 2017

Well we’re passing the darkest time of year, the annual shocking snow storm will no doubt mar many people’s February half term plans, as a father of a 24 year old girl, I have other concerns. The log burner is still happily eating its way...

Introducing Rob Adams, the artist

The man behind our oil paintings Rob moved to Dorset in 2014, to pursue his career as an artist. Prior to that, his experience was interesting and varied. He designed stage sets for the theatre and rollercoasters for theme parks; he built models for the Hollywood blockbuster,...