First-time investors

Richard and Kate’s story

Richard and Kate were a married couple in their 60s. They had been referred to us through a friend of theirs who was an existing client. They both had senior position jobs and had accumulated wealth through property, so were considering investing. Whilst Richard was on board, he was very cautious about investing.

What we did

We began by getting to know the couple and discussing investment risk. Richard felt reassured by our conversation. The key thing for him was understanding that investments do not have the volatility associated with the stock markets.


Richard and Kate did indeed invest. They feel much happier now that their money is working harder for them. Their confidence in investing has now meant that they are considering adding more to their investment in the future.