Wimbledon's Leading Firm of Chartered Financial Planners

Running for a good cause…

Mathavan our administration officer is busy training to run the Royal Marsden 10k London Run on 10 July 2016. Here we have attached a note that he’s written about this run and the reason for doing it. If you would like to help Mat raise money for this great cause please go to his justgiving […]

April Market Commentary

Introduction Another month, another dire warning from the economic great and good. In March it was the International Monetary Fund’s turn to warn that the world faces ‘economic derailment.’ As always, the blame was laid firmly at the door of the Chinese economic slowdown, with IMF second-in-command, David Lipton, warning that steps needed taking to […]

Nine suggestions you might not have considered for your bucket list  

Bucket lists are, of course, very individual things. We will all have places that we want to travel to and things that we want to do which don’t necessarily chime with everyone else’s goals. However, bucket lists can also be surprisingly difficult to generate! The things that you really want to do one day might […]

Wealth? Fame? Working hard? New research reveals what really makes us happy.

It’s been 75 years in the making and the topic for countless philosophers to muse over, but a US study seems to have finally uncovered the secret to happiness and health. Speaking during a TED Talk, Harvard professor Robert Waldinger revealed that, though wealth and fame continue to be commonly cited desires amongst millennials (those […]