A new client is someone who typically has been introduced to us by an existing client and they have a need to talk to someone about a financial matter such as their pension or how they can create an investment. We sometimes call this ‘the messy part’, anxiety levels may be riding high and confidence […]
Have you noticed that your corporation tax bill keeps getting bigger? But have you ever thought about how a pension can help? If we’re being honest, I’d guess probably not. But there are many ways in which your business could benefit from getting the most out of your pension. We see a lot of clients […]
When we start out in our working lives we all look to work as hard as we can, so we can enjoy life to the full. For some this is going on lovely holidays all over the world, for others this is being able to treat the family and for some it is simply the […]
The starting point is always the same… You have found the new house or investment property and it becomes ‘all you ever wanted’, ‘the house of your dreams’, ‘Where we can start a family’ or ‘this will be a good investment’ and so you plan and plot and scheme about the future and the shape […]
New Years in April, are you sure? No, I’ve not been drinking! I am, of course, referring to the start of the 19/20 Tax Year. Working in the financial services industry many people will tell you it gets rather hectic whenever the tax year draws to a close, however a lot people let it pass […]
We were delighted this month to have been featured in The Times newspaper in their guide to the Uk’s Top Rated Financial Advisers. The guide featured the 200 top rated advisers in the country. To place that in context, according to Money Marketing during 2018 there were 25,611 advisers providing financial advice. To have featured […]