Happy New Year!
This investment review is the first review following our change of status to that of Authorised Discretionary Manager. For those of you who did not get around to your review meeting in 2012 it is important that you take the time out to come and see us this year, so we can explain how we will work with each of our clients going forward.
In 2012, well over 95% of our clients liked how our business had developed and so we can now manage their savings more efficiently and therefore more effectively.
So what’s happened in the world since October?
There were two events which grabbed the headlines: Continue reading “January 2013 Investment Review”