Happy New Year!

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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 […]

It’s Celebration Time!

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 […]

Attention – Higher Rate Taxpayers Wanted!

Unless you really enjoy giving your hard-earned money to the tax man, I think it’s safe to say we would all like to pay as little tax as possible – especially if you are subject to Higher or Additional rates of taxation. For the 18/19 Tax Year, if you earn above £46,350.00 the excess is […]

Pensions, Pensions, Pensions and the Tax Year End!

Lincolnshire Financial Advisors

We recently had a new client come into our office as he had read somewhere about his Personal Tax Allowance being affected by his earnings. He was unclear whether he was impacted by this but wanted to talk to a professional to make sure. In this instance it turned out that, had he not come […]

The New Year is upon us, it’s time to get your ducks in a row!

It’s time to get all of your Ducks in a Row

It’s January, the dust has settled from the festive period and its time to start doing some of the jobs we have put off doing in the lead up to Christmas and New Year’s Eve. You’ve probably had an annual statement come through from your pension provider, or a reminder that your insurance policy is […]

5 out of 5


If you have ever visited our website, you will see that we have set out our goals and standards in our company ‘Mission Statement’: We are driven by traditional values based on outstanding client service, building long term relationships, delivering highly qualified advice and essentially from the first point of contact through to ongoing service […]