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 […]


To meet with any form of professional can often by a stressful and anxious experience and that certainly was the feeling of Mrs X as she called to see us recently for the first time. Her plan was to review her pensions which she described as many in number, that she didn’t understand them and […]

Is it Time to Review your Mortgage?

How do the new inheritance tax rules work?

Following on from our October 2017 article, where we speculated that we would see an increase in the Bank of England base rate from 0.25% to 0.50%, we saw, at the beginning of August, a further increase to the Bank of England base rates from 0.50% to 0.75% – the highest it has been for […]

The Liberty Partnership difference

In January 2013 the then Financial Services Authority (now the Financial Conduct Authority) increased the requirement for Financial Planners and Advisers to have greater than ever before ethical standards and higher levels of professional qualifications. The result of this is that for those who have required or do require advice they are represented by an […]

FT Adviser – Mystery Shopper: Cambridgeshire


In July we were contacted by the Financial Times Mystery Shopper with the below scenario: “The shopper is in Cambridgeshire, calling about a family home left to him in a will. Ownership of the home is split 50/50 with his brother, who wants the shopper to buy him out. The self-employed shopper is considering whether […]