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3rd February 2012

The importance of making a will

One of the first things we ask when starting on the financial planning journey with a client is to check whether they have a will and whether it is up to date. We are still surprised when we hear the answer ‘no’ but perhaps we shouldn’t be. In the UK,

One of the first things we ask when starting on the financial planning journey with a client is to check whether they have a will and whether it is up to date. We are still surprised when we hear the answer ‘no’ but perhaps we shouldn’t be. In the UK,

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13th January 2011

In times of need

Every now and again something happens which acts as a timely reminder of why we do what we do. I received an unexpected phone call earlier this week from a client’s wife. Without any form of introduction her opening words were “Giles said if anything happens to me, just

Every now and again something happens which acts as a timely reminder of why we do what we do. I received an unexpected phone call earlier this week from a client’s wife. Without any form of introduction her opening words were “Giles said if anything happens to me, just

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