Discover the latest news, insightful blogs, and thought-provoking commentary here - keeping you inspired, informed, and ready to join the conversation!
Stay tuned for regular updates and/or subscribe to receive our emails below.
Investment
Quarterly investment report – January 2026
Our latest quarterly investment report dives into the details behind these impressive figures, including 10-year performance comparisons, sector outperformance, and insights into why we favoured fixed interest over equities in a high-valuation environment.
As 2025 draws to a close, our Investment Manager ‘Mystic’ Mike Deverell reflects on how his crystal-ball predictions stacked up over the past year and shares what could be on the horizon for 2026.
Technology and all it entails is often seen as a young person’s game, right? They’re always up to date with the latest innovations, from artificial intelligence (AI) to virtual reality (VR), but is this stereotype correct?
Markets move fast. The world moves faster. Join Mike Deverell, Nathan Lingham and Harry Topping at our next Investment Insights as they cut through the noise and tell you exactly what it all means for your money.
In this digital age, we’re all connected more than ever, making it even more crucial to ensure our online experiences are safe and secure. Join us for a masterclass and discover the most effective ways to protect yourself online.
Sign up to our email list to be the first to know when we add new dates
Masterclass
Rapid Responsibility
Financial expert, Ben Harrison, will provide a gentle introduction to the world of financial planning and investment by sharing his expertise and insights.
Sign up to our email list to be the first to know when we add new dates
Masterclass
Right People, Right Money, Right Time
How can your money benefit your loved ones when they need it most? In this compelling masterclass, Financial Planner Ben Rogers will share transformative strategies to create life-changing outcomes for your loved ones, while potentially saving significant amounts of tax in the process.