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.

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

Millions have less than £100 in savings

A recent survey has revealed the startling statistic that over 16 million people in the UK have less than £100 of savings. In five areas of the country – Northern Ireland, the West Midlands, Yorkshire and Humber, North East England and Wales – over 50% of the adult population… Read More

Coffee morning raises £458.85 for Toby’s Trust

We’re delighted to confirm that thanks to the support of all those who attended our coffee morning on Friday 14th October, and to local businesses who donated some amazing raffle prizes, we raised a total of £458.85 for Toby’s Trust. Thank you everyone! Toby’s Trust was set up by Toby’s… Read More