Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

Spotlight on ….. Nicola

Director and Certified Financial Planner – how did that happen? Like many people in financial services, I rather fell into it. I had no burning desire to become a financial adviser or financial planner but had watched my mother build her own business and saw the impact that her advice… Read More

Inheritance Tax – but perhaps not as we know it!

The Inheritance Tax (IHT) rules could be facing significant changes in the future. Following Philip Hammond’s request for a review, the Office of Tax Simplification (OTS) has recently published its report. The findings note there are many areas where IHT “is either poorly understood, counter-intuitive, requires substantial record-keeping, creates… Read More

The perceived value of advice

Ever wondered if the additional value of receiving financial advice has added to your investments? Interestingly, a survey of more than 1,000 investors in the UK by Legg Mason Global Asset Management revealed that on average, advised clients achieved returns of nearly 6.2% in 2018 from income-producing assets. This… Read More

Spotlight on ….. Jo

Business Assistant – how did that happen? I previously worked for a Garden Centre in Podington and my time there was coming to an end due to redundancy of my current role. I decided to just put some feelers out with friends and family about keeping their eyes open for… Read More

What’s been happening? July 2019

Nicola attended a networking event that was chocolate tasting – unfortunately she didn’t bring any back to the office! This has definitely been added to our list of possible client events to keep an eye on for the future. During the same week in June, Nicola and Hannah had the… Read More

Office closure – advance notice

The office will be closed on Tuesday 25th June, with the whole team out of the office attending our six monthly off-site strategy day. This doesn’t sound very exciting, we know, but it is something we do regularly, giving us dedicated time away. Being out of the office, even just… Read More

Charity event

Every year we complete an event to raise money for charity and this year is no different. In our November newsletter we asked you for nominations of which charity you would like to see us fundraise for. We’re happy to announce (drumroll please!) the charity chosen is The British… Read More

Spotlight on ….. Emma B

Emma B joined us at the beginning of April and delved straight in to working on research and writing plans. Technical Assistant – how did that happen? Since leaving school, I have always worked in Financial Services. I’ve worked previously as an adviser, but over time it has become clear… Read More

Spotlight on ….. Clare

Clare joined us in January 2018 as our Technical Assistant and quickly became the ‘go to’ for technical questions. Technical Assistant – how did that happen? I started in financial services around 11 years ago in an administrative position for an independent financial adviser. This quickly led to a junior… Read More