The Personal Finance Society has introduced a set of principles which we have signed up to. After meeting the standards we are able to call ourselves an Associate Firm.

You an find out about the Personal Finance Society and what it means to be an Associate Firm here.

The Eight Core Principles of being an Associate Firm

1. Act in the best interests of clients, using a

A bit like the word "love" or "nice", the word "risk" can be rather meaningless without any context.

We talk about risk with clients, probably at every meeting and I hope we explain it well, but it's always worth a reminder. Also, it sometimes helps to explain things in a different way, to provide a more thorough understanding.

I often wonder why people choose to invest