News

Financial Planning Excellence Award- Finalists

Reading Time: < 1 minute We are very pleased to share that we have been shortlisted for the ‘David Norton Building Excellence’ Award for 2018. It’s a national award from the Chartered Institute of Securities…

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Brexit update

Reading Time: 3 minutes On Monday 9 July, Prime Minister Theresa May faced another member of her cabinet resigning – this time it was Boris Johnson, the former Foreign Secretary. Within minutes of his…

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7 Ways to Use Your Inheritance

Reading Time: 4 minutes When you inherit a sum of money, it can often lead to mixed feelings. Usually, gaining an inheritance will be due to the loss of a loved one, which is…

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10 Ideas for Summer Holidays

Reading Time: 4 minutes Summer is nearly here, and the school holidays are just a few weeks away. So, have you booked your summer break or are you still considering what to do? Whether…

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Keep pensions simple to help people save

Reading Time: 3 minutes Pension schemes can seem like a minefield to most people. We believe that pensions should be kept as simple as possible and this includes the way that people are being…

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When I retire, what will I do?

Reading Time: 4 minutes This is the question on many people’s minds – what should you do when you retire? Some of you may have firm plans in mind – for example, you know…

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7 Common Mistakes When Writing a Will

Reading Time: 4 minutes What do you need to consider when you write a Will? Do you know exactly what to include? Without an accurate and legal Will in place, your wishes may not…

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Financial Planning for Businesses

Reading Time: 3 minutes There are a lot of things to consider when you’re looking at financial planning for your business. Whether you’re a single director or you run a successful large business, there…

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Pension Scams: how to avoid becoming a victim

Reading Time: 3 minutes Last year, we wrote an article on the £120 pension scam, which affected thousands of people nationwide and was under investigation by the Serious Fraud Squad. Pension scams are still hitting…

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7 Things to Consider When You Get Married

Reading Time: 3 minutes This year’s wedding season is now just starting and it’s a good time to think about a few financial points to consider when you get married or enter a civil…

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Easter Nest Egg

Reading Time: 4 minutes We hope you have some exciting plans in store for Easter. As we’re also fast approaching the end of the financial year, if you happen to find yourself with some…

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Spring Statement 2018: how are you affected?

Reading Time: 3 minutes Last Tuesday, 13 March, Chancellor Phillip Hammond delivered his 2018 Spring Statement. Although he’s described as “positively Tigger-like”, many economists are not feeling quite so upbeat by Hammond’s recent announcements….

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5 Important Things to Consider Before You Retire

Reading Time: 4 minutes With more options than ever before, retirement is becoming an ever more complex area. There are so many questions you need to ask yourself before you reach retirement age, including…

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