Live & Let Live

One of our core ethical beliefs is that equality is a fundamental human right that everyone in the world deserves. We interpret the idiom “live and let live”  to mean to take charge of and take responsibility for your life (and your business) by both defining and peacefully pursuing your own happiness while honouring the equal rights of […]

Financial Vulnerability Taskforce

We’re delighted to announce that we’ve joined the newly created Financial Vulnerability, another demonstration of our commitment to be a safe pair of hands for our clients at their time of need. The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector. Its ultimate purpose is to promote greater UNDERSTANDING, […]

Reflections: Green Finance

Green finance is a thing, but what is it all about? We thought we’d share some reflections: Unless you’re a purist, “green finance” can generally be accepted to identify asset or debt investment in instruments which have a ‘green’ (environmental, combating climate change, anti-pollution) focus. “Sustainability” pushes the definition further and generally signifies an investment in […]


We’re offline today, but available on the telephone for anything urgent. Back tomorrow as usual

COVID update – VE DAY

VE DAY +75 To provide greater access during the COVID lockdown, we’re manning our ‘phones and video-chat facilities until late afternoon today, the VE DAY 75 bank holiday

Worried about coronavirus or climate change?

With increasing public concern about the transmission (spreading) of covid19 coronavirus and heightened awareness of the global climate crises we thought we’d remind current and prospective clients that we’re happy to ‘meet’ in the virtual world using an assortment of video conferencing tools which allow live sharing of documents and whist also being to look […]

measure, take profit, cut losses, reinvest

Our Ransom Hall head office is located in Ransom Wood, part of historic Sherwood Forest. A perk of working here is the ability to step out of the office straight into nature which we’ve done today. We took this photo a little deeper in #sherwoodforest, an area called #sherwoodpines. These trees weren’t felled last week […]

Your savings, investments and pensions CAN make a difference for a better world

Everyday #savings, #investments and #pensions CAN make a difference: The UK government (@DFID_UK) “Investing in a Better World” survey sampled a nationally representative sample of 6,000 people to find out more about the UK’s interest in investing in ways which also achieve the @GlobalGoalsUN 17 sustainable development goals and found the majority of UK consumers […]

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