Dec 14, 2021 | STEPHEN JONES


This was the year when we all became a bit more used to living with the impact of Covid upon our personal and working lives. With the lifting of restrictions during the summer it was wonderful to be able to meet more clients in person again.

We’ve grown our team to help us improve the support we offer our clients. Sarah Lord joined us as our first ever Chief Growth Officer. Sarah’s going to help us focus even more on ensuring an outstanding client journey as well as helping drive our growth plans.

The economy also responded well with signs of recovery from the pandemic which has seen investment markets perform well (to the end of the November) which has aided the performance of our investment portfolios.*

There was very little change in the Autumn budget to affect our clients. But we may see more changes to aspects relating to personal finance in 2022 budgets.

As a team we’ve had the opportunity to work with some great clients during 2021, helping them to focus on the bigger picture and plan for their financial future. The festive period is often a time of reflection with many people using it as a time to get their finances in order for the year ahead. If you need any help with setting your financial New Year’s resolutions do get in touch.

So, the message for 2022 isn’t any different to what we’d tell our clients in any other year – don’t act on emotion, take a long-term investment approach supported by the evidence. If you find this approach difficult, seek the support of a professional who can help steady the ship when things get choppy.

In these often surreal times, we wish you all a healthy and relaxed festive season. And all the very best for 2022.

*Remember that past performance can’t guarantee what investments will do in the future. The value of a portfolio can go down as well as up, so there’s a chance you’d get back less than you put in.

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