Updates

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

Christmas opening hours

Christmas is just around the corner! As it’s a season of family time and togetherness, we will be closing for a short and well-deserved break. Our office will close at 12pm on Tuesday 24th December 2019 and will reopen at 8am on Thursday 2nd January 2020. We truly appreciate your… 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

Adviser vs 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 Financial Planner, they might comment “Oh, I work with someone like you; so and so… Read More
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