The financial planning journal
Insights about how you can make the most of your wealth and plan for your future.
Investor’s digest
Thought pieces and investment updates from our asset management team
Active vs Passive investing – is passive better than active management
11 June 2021
In conversation with Michael Stimpson and Jordan Gillies



How much do you need to retire and more…
How much income do you need to be comfortable, how much do you need invested and how to pay less tax...

How to avoid the 60% tax trap and more…
Did you know that people earning over £100,000 can pay a effective tax rate of 60%?