29 January 2019
What will happen to pensions when we leave the EU? With the possibility of a no-deal Brexit, there is even more uncertainty over retirement funds as we near the March 29th deadline.
No-one can predict what is going to happen, but this
08 January 2019
This year the Financial Conduct Authority (FCA) is set to review the RDR 6 years after the sweeping changes to our services were introduced.
Undoubtedly there have
07 January 2019
Whether or not you can afford to lose money, most people would prefer not to. So, as long as we have been helping people with their finances, we have been having the same conversations about investing. (That’s over 30 years in case you are
14 December 2018
As a business, we think it is important to support charity as and when we can. We have supported many causes over the years including South Lakeland Hydrotherapy Trust, Children in Need, Macmillan Cancer Support and Save the Children, to
03 December 2018
According to recent research*, the amount needed to fund a comfortable retirement, when someone opts to stop work at 65 and decides to buy a single-life annuity with inflation protection, has now reached £260,000.
The report points out
27 November 2018
Obviously we are really pleased to work with local professionals helping mutual clients and thank those of you who have chosen to trust us by recommending your precious
26 November 2018
Are you a company director with life assurance to provide for your loved ones?
Taking out a Relevant Life Policy could be a tax efficient way of providing life cover where the number of employees is too low for a group death-in-service
15 October 2018
Even if most people haven’t really thought about their financial goals, one milestone they probably have considered is their retirement date. Although there is no requirement to retire at a certain date
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