Tax allowance Tax implications

August 22, 2017

Tax implications on your investments   When looking at different types of investment, you also have to consider the tax implications. In fact, you could … Continued

Image with man holding sign which says 'Are you covered?' When did you last review your life cover?

July 21, 2017

Many clients have approached us recently to review their life cover, perhaps inspired by all the tragic events that have occurred over the last few … Continued

Keeping your investments in tune

June 14, 2017

We recently rescued a piano, which was sadly rather out of tune. The piano tuner came today to tune it. To get it playing well and … Continued

Image of woman in a field of wild flowers Making dreams come true

April 19, 2017

“When can I retire?” “How much will I need?” “Can I afford to help my kids onto the property ladder?”   As financial advisers, these … Continued

City buildings night view How can an IFA help a business?

March 23, 2017

A few years ago, I met someone who had recently joined a company where the sole director was left in a coma following an accident. … Continued

Image showing a jar full of coins Managing Your Savings

March 7, 2017

Do you know how much interest you’re getting on your savings? Do you know how much would be protected by the FSCS (Financial Services Compensation … Continued

Image showing money being unlocked from a chain and padlock Don’t get ripped off and lose your pension!

January 18, 2017

Did you see the Panorama programme shown on the BBC back in July 2016, called Pension Rip-Offs Exposed? It revealed how some people have been … Continued

Image showing empty road to upcoming 2017 against a big cloud 2016 – What a Year!

December 18, 2016

What a year 2016 was! 2016 brought us surprises including Brexit, Trump and a new UK Prime Minister, I wonder what’s in store for us … Continued

Long Term Care funding calculation Should I be paying for my care?

November 14, 2016

Frequently clients approach me for advice on how to meet their care fees, not knowing where to start. Before you decide HOW to pay, it … Continued

The Property Market Buy-to-let changes

October 18, 2016

The Government has brought in a lot of changes in the last few years. One area which has been subject to change is the buy-to-let … Continued

Who What Why Where When directions What should I do with my pension?

September 15, 2016

Since April 2015, we have much more freedom about how we spend our pensions. But now that there’s so much choice, which option is best? … Continued

Rise of the female

August 17, 2016

On 11 July 2016, Theresa May was appointed as only the second ever female Prime Minister in the UK. This may seem astonishing when you … Continued

Life after the Brexit vote

July 4, 2016

On 23 June 2016, the majority of UK voters indicated they want to Leave the EU. Whatever you may think about the Brexit decision, we … Continued

Just Starting Out?

June 16, 2016

Where have all the years gone? I’m not that old! But I keep wondering where all the years have gone. Recently, I’ve been finding myself … Continued

Care planning: Not just for elderly people

May 25, 2016

When you think about care homes and residential homes, you might automatically assume all the residents are elderly. But there are also many younger people … Continued

Pension savings Understanding the new State Pension

April 17, 2016

Over the past few years, there have been so many changes to the Pension system that it’s hard to keep up with them. One big change … Continued