New client surge?

Dominic Thomas
June 2024  •  3 min read

New client surge?

We are expecting and ready to meet with lots of new clients. Our premises in Cobham are perfect for quiet, confidential and tranquil client meetings. There is ample parking and decent coffee!

This is perhaps just as well since a recent report by Investec Wealth has revealed that nearly 60% of investors are looking to get advice. This is for a variety of reasons, but nearly 30% are expecting to do so within the next 12 months and a significant proportion have over £250,000 of investments.

By and large, most are seeking advice about retirement, but a not-so-insignificant 20% reported that they simply don’t have time to manage their own investments. Whilst I welcome the opportunity to meet with them, I fear that many will be expecting to find a magician rather than a financial adviser as they may have left good planning somewhat late in the day.

Of late, I have growing experience and awareness of the problems that many face as they age. Memory isn’t quite what it was and we are seeing more people with concerns about Alzheimer’s. Many of us will have some experience of this already and sadly many will do so in the future. There are considerable issues for your finances and ensuring that you have your ‘ducks in a row’ is of key importance.  As is having the right team around you; providing what you need.

As we age, we invariably become increasingly aware of the importance of relationships, much more so than anything else; but these are loaded with a lifetime of baggage. Spending time on the things that are important (what you actually want and value) rather than attempting to impress people with your brilliance at managing your own money; is something that I would actively encourage. Managing investments, tax and regulations is a time-consuming exercise and not one that most people would want to waste their most valuable resource on (time). I suspect and believe that you have better things to do with yours.

We are here, ready to begin your journey with us and towards financial freedom – or maintaining it.

New client surge?2025-01-27T15:37:51+00:00

Massaoke

Debbie Harris 
June 2024  •  2 min read

Massaoke

In a concerted effort for 2024, I am trying to ‘do things’ that are outside of my comfort zone (or at least … things I’ve never done before).

I am aiming to try one new thing each month and last month’s adventure was a trip to the Rose Theatre in Kingston for an event called ‘Massaoke’.  The concept is basically ‘group karaoke’.  I didn’t really know what to expect (although I had an inkling), but I rather enjoyed it!

There was a live band, a big screen (for the lyrics) and 1,000+ people all in fine voice and high spirits!

As is the way of the majority of sound technicians (in my experience), the music was a smidgen too loud and I was sadly unable to tell whether I was sitting next to the next Ariana Grande or whether the man behind me was the next Luther Vandross (which was a shame – I was rather looking forward to that aspect of it).

But the lasting memory of this event for me is the sound of a 1,000 voices singing the chorus of Phantom of the Opera one minute and those same voices singing songs the next minute from the musical Oliver – complete with full cockney twang!

It was a reminder that Aristotle was right … “The whole is greater than the sum of its parts”

Massaoke2024-06-21T14:00:16+01:00

Farewell for now

Abigail Liddicott
Feb 2023  •  3 min read

Farewell for now

I like to think that there are many different seasons in life. Change can often be bittersweet. When the crocuses and snowdrops begin to emerge, the excitement of Spring sets in, new life. I am thrilled to announce that my husband and I are expecting a baby, and this week, according to the midwives, I am 37 weeks pregnant.

There is so much anticipation and excitement buzzing around. There are books to be read; classes to attend; product reviews and research to be done; conversations with our elders who have done this all before. Although the joy and delight are our primary feelings there is also a goodbye to our life as just the two of us, and a pause on my income. There is something wonderful about being able to spend money on something that you’ve saved for and desired for so long. Filling a spare room with furniture that you had only fantasised about. Now we will enter a new phase of budgeting as our priorities shift.

I am taking some time off to nest, rest and welcome our first child. Becoming a parent is a dream of mine so I am very excited for what lies in store, albeit nervous at the same time. It has been lovely getting to know the clients I have interacted with over the past couple of years, thank you for all your engagement, it is so appreciated. I have thoroughly enjoyed working with a fun, dynamic, caring team at Solomon’s. I know you will be well looked after by the rest of the team whilst I am away.

Farewell for now2023-12-01T12:12:36+00:00
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