Client Area

This area of our website has been built to offer specific facilities to our clients.

Old Mutual Wealth page
For clients who have invested in Old Mutual Wealth products, click on this link to go to the Old Mutual Wealth portal page.

Financial Health Check
If you are interested in our services and in how we can help you manage your financial planning, click this link to register for our free Financial Health Check.

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Client Newsletter
Click here to access Client Newsletter.

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Talking with Anna Lawrence

Anna Lawrence, Financial Planning Consultant at Prosser Knowles Associates Limited, chats with Kay Crooke (via...

Perfect time to review your finances

In times like these, we are forced to review our circumstances, adapt to the new situation and make whatev...

Cost reductions now available to families

Marketplace As a completely independent firm, we are constantly reviewing the marketplace to ensure both th...

Shielding your family from financial worries

Like for so many of us, 2020 has not been the year we expected. It seems to have thrown everything at us: stor...

Dandelions are resilient and so are we.

I hope this message finds you, your family, friends and colleagues physically and mentally well. New Norm...

Video conferencing – how to use zoom

We are now able to offer meetings via video conferencing using Zoom, Microsoft Teams, Facetime, etc as an alte...

Alarming £19bn left unclaimed in UK pension pots

Have you kept track of where all your pensions are and notified your pension providers when you have moved hou...

Coronavirus Update #7

Written by Square Mile Investment Services. Markets have rallied from their recent lows, and valuations are...

Quarter 1 (2020) Market Update

Quarter 1 (2020) investment market update provided by Jason Broomer, Head of Investment, from Square Mile Inve...

Coronavirus Update #6

Written by Square Mile Investment Services. With the FTSE 100 standing at around 6,000, Square Mile has sai...

Coronavirus Update #5

Written by Square Mile Investment Services. Dividends are normally a reliable indicator of company health....

Coronavirus Update #4

Written by Square Mile Investment Services. There is no doubt that the global economy is heading for a deep...

Managed Portfolio Service Update

Managed Portfolio Service Update - Q1 2020 Quilter Cheviot, one of the discretionary fund managers we use to...

Coronavirus Update #3

Written by Square Mile Investment Services. Markets continue to be amazingly volatile with the S&P...

Coronavirus Update #2

Written by Square Mile Investment Services. There is some sense that markets are beginning to feel somewhat...