The Value of Advice | Part 1- Do I need an adviser?

In the first in our series of videos on the value of financial advice, we’ll ask the key question – Do I need an adviser?

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Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. MB & TB (Oxfordshire)

Expert Opinion…

Circles of influence & concern

David Crowe, January 1st, 2018

Your life doesn’t just “happen.” Whether you know it or not, it is carefully designed by you. The choices, after all, are yours. You choose happiness. You choose sadness.You choose ambivalence. You choose success. You choose failure. You choose courage. You choose fear. Just remember that every moment, every situation, provides a new choice.

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Is Stock Picking Worthwhile?

Jonathan, December 28th, 2017

Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise? Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there's a very cold dip involved!).

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Evidence Based Investing – Playing the Winning Game

Jonathan, December 13th, 2017

During my youth I quickly learnt to get ahead you had to play the ‘Winners Game’. Do you remember school sports day in the days when competition was actually allowed?

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