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.

Have you got a plan?

“For the first time ever, I feel confident that I am well on the way to being able to provide for myself and my family well into old age!” Does this recent comment from one of our new clients resonate with you? Have you got a plan? Do you know… Read More

A day in the life of ….. Amy

Amy Nechat – Client Services & Marketing Assistant My day starts fairly early, with the alarm going off at 5:30am. Then it’s the usual getting ready, micro-managing an 11 year old to get her out the door with her bag, lunch and sometimes a flute, all whilst trying to keep… Read More

Awards and Accreditations!

There are only 69 firms in the UK with CISI Accredited Financial Planning Firm status and we are now one of them! This means a lot to us as a company, as it is recognition that we are a leader in the financial planning profession, we put our clients at… Read More

The little-known ISA rule

Did you know that you can inherit ISA savings? New rules initially came into force in April 2015, and were updated in April 2018, that effectively mean ISA assets can now be passed on to spouses or civil partners and retain their tax-friendly status. Under the previous system, when someone… Read More

Adviser vs Planner

Have you ever wondered about the difference between a Financial Adviser and a Financial Planner? The job titles of Financial Adviser and Financial Planner are often thought to be one and the same. Often when I meet new people, they ask what I do. When I explain that I’m a… Read More

Spotlight on ….. Emma K

Emma K is our Business Manager and takes responsibility for the running of our office. Your role – how did that happen? I joined the company in a completely different capacity and quickly realised the role was not for me. But due to the size of the business my skills… Read More