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Caring by Numbers – John’s Story

There is no doubt that the life of a Wealth Manager is a privileged one. I am not referring to money or financial gain, but the privilege of getting to know and help our clients. The Hitchin community is culturally diverse and this is reflected in the wonderful mix of professions, talents, and characters we […]

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A Client Story January 2016

It was a sad start to the New Year when we were told that a client aged 93, whom we had known for eleven years, had died after a short stay in hospital. I will use the pseudonym James. Our last meeting with him had been in August 2015 but there were many contacts in […]

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