Archive: March 2018

Posted in News

I’m late, I’m late..

… for a very important date (5th April) As the end of the tax year approaches we always get a number of enquiries about pension contributions, ISA investments and other tax planning strategies. With the vast array of tax planning opportunities available, particularly for small business owners and higher rate tax payers time is needed Read More +

Posted in News

Why you should have Financial Planner..

you’ll get more out of it than you think. There are many reasons why building a relationship with a Financial Planner can be beneficial.  Of course there are financial reasons but there are other rather more important areas where you can benefit. As part of the process of getting to know a client we like Read More +

Posted in News

How long will it last?

Based on research by Legal & General It is a well known fact that the majority of the UK population do not save enough.  Research by Legal and General has found the average UK employee has enough savings to last just 32 days.  Should the worst happen 26% believe their savings would last less than Read More +

Posted in News

The importance of forward thinking..

…because you never know what lies ahead Circumstances change and we regularly have conversations with clients about moving house, property developments or perhaps even helping their children onto the property ladder. These are things which most people take time to consider carefully before they go ahead. What people don’t often consider is where the money Read More +

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