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Improving your investing one week at a time

March 24th 2017

Just a short note to update you on recent changes.

  • Completed a full external client money audit to make sure your investments are safe and all systems are in place
  • Received coverage in The Times, discussed ETF trading with Fundstrategy and debated measuring active and passive investments against three golden rules with Professional Adviser
  • Published the second of 3 articles describing the different ways we build your Portfolios. This week: Investment Plans.