“It’s a long-established family business with a real office.”
“I needed help with Capital Gains Tax.”
“You conduct yourself and your business in ways, friendly but not informal, that inspire confidence in your abilities and in your integrity.”
RSR
Clarkston
“I have complete faith in his ability. I am more than willing to listen to his advice and act upon it.“
JB
Lenzie
From the blog
Why should I use a financial adviser?
I was reading an article in the technical press earlier this week by Hannah Goldsmith, another IFA, which I quote verbatim. She writes: “I have met many investors with a very negative view of the financial services industry. They may have read articles in the national media about advisers ripping off investors, experienced poor financial […]
Why risk shouldn’t be reactive
After 10 years of a record bull run, the recent market correction has come as a shock – even to those who have seen significant equity movements in the past. As a result, some have hit the panic button, and looked to de-risk their portfolios. That said, I’m pleased to say that none of our […]
Panic equity selling or panic raising of precautionary cash?
Following yesterday’s unprecedented one day declines in global stock markets, there is a recovery under way today. Instead of the past day’s written update note we are today sending you a link to a short video (5 minutes) in which Lothar Mentel, Tatton’s Chief Investment Officer, briefly lays out what caused the severity of this […]