10 Reasons to use a financial adviser
Many people think that financial advice is only required by the very rich. However, everyone can benefit from it. Not only can it help you protect and build your assets, it can help you make the most of your investments and help secure you and your family’s long term future.
Recession proof your portfolio
When the economy shows signs of slowing down, it is inevitable that share prices will take a hit.A recession is never good news, but there should be no need for investors to panic.
Making the most of your savings
Some basic guidelines to help you maximise the potential return from your money.
10 Rules of Successful Investment
Successful long term investment is not just about buying low and selling high.
Guide to annuities and your options at retirement
It takes many years of planning, saving and sacrifice to build up a significant pension – and after all those years you want to be sure you are making the most of it.
Guide to planning for Redundancy
Unemployment figures have been accelerating upwards as the economic environment deteriorates and are predicted to go higher for the remainder of the year, leaving the spectre of redundancy looming large for many people.
Introducing ISA Guide 2012/13
This is our guide to Individual Savings Accounts and how to make the most of the annual tax year allowance. If you would like to discuss any of the information provided in more detail, please contact us.
Guide To Saving For Children
No parent will need reminding that children are expensive. Of course, there are the day-to-day running costs of clothes, shoes - and large telephone bills - but there are also some surprises
Guide to Inheritance Tax 2012/13
Inheritance tax (IHT) has traditionally been seen as a tax only for the very wealthy. However, with a threshold of £325,000 (£650,000 for married couples and civil partners) and the price of houses still relatively high, even after recent corrections, more and more people are finding themselves caught in the net.
Planning for Retirement
Back in 2006, ‘A’ Day was supposed to be the day when ‘once-and-for-all’ the rules for pension saving were simplified and everyone would be able to work out how to make the most of their retirement arrangements.
Guide to Diversification
This guide is designed to help start you on the road to building an investment portfolio. With a little consideration, a balanced, well-diversified portfolio should weather the short-term storms of stock market and property market fluctuations.
Guide to Annuities
It takes many years of planning, saving and sacrifice to build up a significant pension – and after all those years you want to be sure you are making the most of it.
Guide to Income Investing
The current low interest rate climate has thrown some of even the most diligent savers off course. The traditionally fail-safe source of income – interest from a higher rate savings account – has been suffering from the combination of low interest rates and rising inflation.
Guide to Protection
A four page introduction to the basic Protection Products - Life, PHI & Critical Illness.
Guide to RDR
A guide outlining how RDR will enhance what "Independent" means for a client.
Authorised by the Financial Conduct Authority (FCA) for Investment Business.
In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. Our in-house advisers Ian and Tony will advise on the following: