2021 Publications & Events calendar

When we see elite athletes and teams of all disciplines achieving their goals, whether that is winning Olympic Gold, a world championship, the Premier League, the Six Nations and so forth, we’re often watching the culmination of many years of dedication, sacrifice and training.

We very rarely get a glimpse behind the scenes at the dawn training runs, technical skills practice, or altitude training camps. This is the routine, often boring and repetitive work that has to be done to put the individual or team in the best position to achieve success.

What we see on our TV is the ‘iceberg illusion’ of winning, yet most of the work leading to success happens out of sight, below the waterline.

This analogy is especially true when it comes to the due diligence and governance of the EWM portfolios that we all rely on to grow our wealth and preserve the purchasing power of our hard-earned savings.

What you see is the portfolio returns on your statements; what you don’t see is the many hours of research, analysis and reporting that happens behind the scenes.

To give you a simple taste of the work that we do, we are pleased to provide you with a copy of our Publications & Events calendar for 2021.

We hope that the colour coding and brief explanatory notes on the second page are helpful.

We have included the Client Advisory Board for May and November as we very much hope to restart this valuable initiative once we are able to.

Our aim is for this to be an annual publication reflecting our plans for the following twelve months.

If you have any comments or questions, please don’t hesitate to get in touch at or call me on 01993 772467.

Click here to download a copy now, and thank you for your continued support.

Dominic

About the Author

Dom is a qualified and experienced Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years experience. His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement. Read more from Dominic...
This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.
Terrific meeting, many thanks. We always drive back from meetings with you wishing we'd met you and Dom years ago - but at least we're with you now! RB

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2021 Publications & Events calendar

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When we see elite athletes and teams of all disciplines achieving their goals, whether that is winning Olympic Gold, a world championship, the Premier League, the Six Nations and so forth, we’re often watching the culmination of many years of dedication, sacrifice and training. We very rarely get a glimpse behind the […]

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