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.

Planning a route for financial success

As financial planning experts, we believe that we can only give great advice and help a client to plan their financial future, once we understand their lifestyle aspirations as well as their hopes, fears and goals for both themselves and their family. This is why we work with clients in helping… Read More

Trip of a lifetime to Everest Base Camp

It’s probably not everyone’s idea of a trip of a lifetime, but our very own Paraplanner Nick Robinson has always wanted to visit Everest Base Camp. And in November 2016, he got his wish when he undertook a hairy flight into the Himalayas, followed by a gruelling 13 day trek… Read More

New Year – Time to Review Your Financial Plan?

So it’s January 2017, usually the time to kick start those well-meaning New Year resolutions, some of which tend to fizzle out once we progress into Spring. So this year we are keen to ensure that your plan continues to deliver on your objectives, Stop worrying and enjoy life As… Read More

New Model Adviser® Top 100 List 2016

For the second year running, we are on the New Model Adviser® Top 100 list for 2016. The list highlights the best independent, fee-based wealth management firms in the UK. For firms to be listed alongside the best, they need to show commitment to the professional, the qualities that… Read More

Autumn Statement – What it Means For You

Last Wednesday (23 November) marked the first Autumn Statement by Chancellor of the Exchequer Philip Hammond. It will also be his last, as Mr Hammond announced the Budget will now be in the autumn. There will be a simplified Spring Statement from 2018 onwards. Here are some key pension, savings… Read More

Market Update – November 2016

Market Update – What impact will Mr Trump winning the US election have on the markets? Markets never respond well to change, hence their fall just after Trump’s victory. But the main factor for a strong economy is confidence. When people are confident, they buy new things including houses, cars… Read More