Updates

25th Anniversary Event

What a time we had! We really feel honoured that so many of you were able to join us for our 25th anniversary event at Saxby Cider in Farndish. The weather let us down, but it certainly didn’t dampen spirits! Phil and Amanda Saxby proved excellent hosts, the drinks were… Read More

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
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