christmas-and-new-year-shopping-picture-id618621186 (1) ‘Tis the Season to be Jolly

November 16, 2017

The Christmas season is one of my favourite times of the year, as it is for many people. However, it is easy to get caught … Continued

Mortgages Time to fix your mortgage rate?

October 16, 2017

With interest rates being at an all-time low, there has been a lot of talk about rates rising, especially now. The question you might be … Continued

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