21 August 2019

Meet the Manager - James Godrich

Our CSI Fund Manager, James, talks us through the sectors of the market he is interested in at the moment.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

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Insights

Webinar video: protecting wealth across the generations

Our Wealth Planning team cover some of the key points you need to know on estate planning – including the impact of the Autumn Budget.

Market Commentary

Market update video: Why the current reflationary trend favours equities

Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the latest market update.

Insights

Webinar video: Optimising your retirement planning

In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.