You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
An update on the markets from Brian Tora and our investment partners JM Finn. Decoding the bigger picture I don’t know about you, but I am becoming increasingly bored with the way in which the talks on how we are to leave the European Union – or not – …
I was recently involved in a discussion about lifestyle financial planning and how many more Financial Advisers have jumped on board this bandwagon without really having the necessary skills to progress the work that they started. It appears that havin …
I was privileged to be asked recently to speak on the panel of the Love and Money event, organised by the Money Advice Service (MAS) in conjunction with Relate & the Chartered Institute for Securities & Investments (CISI) of which I am a member …
Contributors: Samantha Azzarello, Jordan Jackson J P Morgan Asset Management “A smooth sea never made a skilled sailor” A market without volatility would be unnatural, like an ocean without waves. The free market, like the open ocean, is constantly chu …
An update on the markets from Brian Tora and our investment partners JM Finn. On the one hand, Technology, on the other, Europe Here we are in the New Year. Most of us in the investment industry will be happy to see the back of 2018. Shares did not hav …
An update on the markets from Brian Tora and our investment partners JM Finn. Through a glass, darkly Well, nobody can say that 2018 hasn’t been without its moments. A few weeks ago I was remarking that volatility could increase further if cracks start …
