Wayfarer Commentary: Q1 2024
Macro Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…
Read more ›Whether you are looking to save, invest, or create a financial plan, we can help you achieve your goals.
LEARN MORE →We can help you make the most of a lifetime of hard work by planning for the retirement you want.
LEARN MORE →Secure your family’s financial future with our help.
LEARN MORE →We offer trusted advice for public & private growth companies.
LEARN MORE →We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We specialise in providing a tailored and personalised financial plan for our clients, created with your goals in mind.
Our recommendations will always consider what is most suitable for you, whether that be one of our own investment services or a third-party solution.
We offer you an overall cost saving by itemising our management and custody charges separately, which means we are able to offer our custody charge VAT-free.
In the recent Aon client satisfaction benchmark survey for 2020, we came first for Financial Planning satisfaction alongside 11 competitors.
82% of our clients are overall satisfied with the service they are receiving from us.
Macro Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…
Read more ›World Markets Summary: March was a strong month for financial assets as positive returns were widespread across bonds, equities and commodities. Hopes for a “Goldilocks” outcome where growth and inflation…
Read more ›World Markets Summary: Equities and bonds went their separate ways in February as the former produced strong returns with only a few exceptions. Bond yields outside of China backed up…
Read more ›