Christmas Newsletter
Looking back 2011 will be seen as a year of global turmoil, but for all of us, on a personal level there will have been achievements as well as set-backs. At BoulterBowen we use a concept called The Positive Focus, from The Strategic Coach Program, as our coach Dan Sullivan says:
"Anytime you sum up your experience for yourself, you create wisdom"
To end 2011 on a positive note try The Positive Focus for yourself. Write down three positive results or experiences from the last year. These could be in your business, relationships, health, community, or personal life. Ask yourself why these were significant for you and then consider how you can build on these in the future for even greater results.
Because we always like to ‘walk the walk’ we have done this for BoulterBowen in 2011, outlining what we see as our three biggest positive results, why they were significant and where we want to take them.
Positive 1: The growth of our team: In 2011 we appointed Martin Glover, a Certified Financial Planner to work with Duncan, Andrew Margrie (twin brother of Adrian), a paraplanner to work with and support Mark Dapling and Alison Green, to help with the daily admin tasks.
Their arrival strengthens our team and enables us to deliver a seamless service to clients even when key team members are away. In 2012 our goal is that for every team member, to have at least one colleague, who is trained and experienced in their role who can deputise in the event of an emergency.
On a personal note, there were two other new arrivals in 2011, Elsie, a daughter for Mark and Mary-Jane born on 24 July and Sophie, a daughter for Andrew and Nicki born on 4 June. Maintaining this theme, Adrian's wife Nicola is expecting their second baby in May 2012.
Positive 2: The appointment of Clive Down as an Appointed Representative of BoulterBowen. Clive worked with Duncan and Simon as far back as 1994 at Equitable Life and has subsequently built a loyal following of clients. He was attracted by the quality of support and the investment process at BoulterBowen.
Clive is gradually transitioning his clients mainly in the South East to our WealthCare and PortfolioLogic services, proving that the business can grow geographically without impairing the service to our clients closer to home. Over 2012 we will complete the transition of Clive’s clients and anticipate a second Appointed Representative joining us in the spring.
Positive 3: Our PortfolioLogic investment process has stood the test of another turbulent year in the markets. Only 3 of our 7 model portfolios showed negative returns over the 349 days to 15 December 2011. Over the same period the FTSE 100 Index was down 6.4%.
Our philosophy has always been that first and foremost it is our responsibility to protect our client’s investment wealth. We have resisted the temptation of the potential returns offered by so called ‘’structured products’’ and ‘’hedge funds’’ and the siren calls of those who believe they can predict markets, sticking to our principles within the PortfolioLogic process
Over the next 12 months we will be introducing a higher yield alternative to cash, consolidating profits on index-linked and conventional UK government gilt holdings and reducing exposure to commodities within portfolios. We shall also be introducing a regular investment communication to clients to give our "take" on market developments and publishing weekly performance graphs on our website.
We hope that 2011 has been as good a year for you and wish you all a very happy Christmas and a prosperous New Year
With best wishes
Simon, Mo and the team at BoulterBowen
