“We know times are challenging and we’re here to help. I hope you can use the information on this page to gain insight, stay calm and ask for support if you need it.”

– Stephen Jones, CEO


We’ve been talking to clients regularly during this difficult time but it’s become clear that not all investors are feeling supported.

It’s at times like these that our emotions run wild. We want answers, direction, professional support and really, for all this to be over.

It’s essential you don’t bury your head in the sand or act out of fear. As the world comes together in acts of kindness we wanted to let you know we’re here for you too. We want you to make well-informed, educated moves.

Three main topics of conversation have emerged recently, you may feel that can you relate to one or all of them…



If you need a sounding board, second opinion or just simply a voice of reason. Pop your details in and we’ll be in touch for a commitment free, confidential chat.

Here are some quick reads about the current situation:


We’ve also collated some information on certain key areas to help you, your family and your business in these unprecedented times: 



What sits behind being prepared for something like this? An investment approach based on Nobel Prize winning evidence, that’s what!

We don’t build portfolios on optimism; we build portfolios based on Nobel Prize winning evidence and our six guiding principles.

It’s about doing a few things exceptionally well; understanding how markets function, remembering that volatility and market crashes are painful, but expected, parts of the investment experience and ultimately being both educated and prepared.

Find out more about each of our guiding principles by clicking below: