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Building positive relationships with your client requires you to have a good understanding of their needs and wants, whilst guiding them to wise financial choices. That way you can best personalise the customer service you provide.
Gareth H Edwards Partner
Keep up with our latest news, views and market commentary
View All NewsWe are very pleased to announce that Mutual Financial Management LLP has recently achieved the Cyber Essentials accreditation. Cyber Essentials...
Global equities have made gains between the beginning of 2021 and 12th March, despite some pullbacks with markets reacting to any...
2020 was a memorable year for investors. We saw the fastest global equity market fall in history of 20% or...
Global equities declined in October with the MSCI World index losing -3.08%. The US presidential election, Brexit uncertainties and rising...
Global equities made gains in the third quarter and the MSCI World index was up 3.15%. This recovery was underpinned...
July was a mixed month for equity markets with many developed world indices dropping towards the end of the month...
Global equity markets recovered in the second quarter as the trend in COVID-19 infections began to fall and central banks...
In a show of resilience, most major equity markets produced positive returns in Sterling terms in May. A combination of...
We would like to thank you for providing our clients with such a great service and always putting their needs first.
I would like to give my appreciation for all the support and assistance that you have provided for me over the last 6 months.
As soon we met you we felt in safe hands. You advised us on the state and worth of our current pensions clearly and simply.