News & Blog

In this section:

  • Trybooking is a UK based ticketing platform to rival the US giant Eventbrite. You may have noticed we often use Trybooking to manage our FMB events. You may not know but the head office of Trybooking is in Kendal just around the corner from us and the MD Joan is a great source of knowledge for all the quirky and wonderful events going on in Cumbria you may not know about!

  • We are absolutely thrilled to be shortlisted in not one but FOUR categories at this year’s Professional Adviser Awards;

    Adviser Firm of the Year - North West

    This is an accolade we won at the 2020 Professional Adviser awards. To be shortlisted for the region out of so many firms is incredible and if we were to win the North West category, we would have a shot at the UK

  • Divorce can be a complex and emotionally challenging process, particularly when it comes to dividing assets such as pensions. In the UK, pensions are treated as a form of matrimonial property and can be split between divorcing spouses.

    The first step in dividing pensions during a divorce is to gather information about the value of the pensions. This will involve obtaining

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