Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

5 positive reasons to work with a trusted financial planner

According to FTAdviser, the Financial Services Compensation Scheme (FSCS) has revealed that 78% of the claims it deals with have an element of poor financial advice. The organisation’s chief executive, Caroline Rainbird, explained that while the “vast majority” of financial advisers provided high standards and an important… Read More

Key points from the 2022 Spring Statement

As the day broke with news that UK inflation had reached a new high of 6.2%, Chancellor Rishi Sunak’s Spring ‘mini-Budget’ was expected to focus on the cost-of-living crisis – and it did. Leading with a pledge of further support for Ukraine and “unprecedented” sanctions on Russia, Sunak vowed to… Read More