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.

Join the social media revolution

The growth of social media in recent years has been nothing short of phenomenal. As financial planners, who are regulated by the Financial Conduct Authority (FCA), we have to be very careful about what we say and share on these platforms. What makes us tick? However those people who engage… Read More

Changes to state pension age

New plans announced in July mean that the rise in the pension age to 68 for men and women will now happen by 2039 (7 years earlier than planned), and will affect 5.8 million people aged between 39 and 47. What does this mean? The increase affects those born between… Read More