“A lion will not cheat on his wife, but a Tiger Wood!”

We deal with a mixture of  different demographics of clients. Some are in their late twenties and thirties. Some are in their sixties and beyond.  Some are in the middle.  I guess I fall into the middle group!  In all cases, we get to share experiences with one another, both good and bad. But one […]

By and large, most investors are more concerned about losing money rather than making money.  They don’t want to see the value of their investments fall.  Its a common trait in most people. And therein lies the dilemma for Advisers.  How to protect the Client’s savings while at the same time get a good return? […]

Man who wants pretty nurse, must be patient.

To be successful, investors need an attitude of healthy optimism. This idea is based on simple logic which is backed by evidence. Securities have delivered positive returns in the past and it’s reasonable to expect that they will continue to post positive returns in the future. However, it is not reasonable to expect returns to […]

“Most advisers take the view that the RDR (Retail Distribution Review) which is essence removed commission from investment products, provided the quality of advice but effectively reduced the distribution of it. Most will conduct a face to face fact-finding meeting but finding a way to do it remotely, lowers the cost associated with the advice process. […]