Updates

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.

New year, new money habits

The new year can be a great time to re-think how you manage your finances, creating new habits to help you be financially better off. That might be better off in terms of pounds and pence, but more importantly, you will feel like you’re in greater control, have greater confidence… Read More

Key points from the 2021 Autumn Budget

If predictions were anything to go by, this Budget would have been jam-packed with changes to capital gains tax, pension and inheritance tax rule amendments, and student loan shake-ups. Now that furlough schemes and stamp duty holidays have come to an end, there were expectations of a “tax grab” in… Read More

We’re hiring: Trainee Client Services Administrator

Job Title: Trainee Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £19,000 – £23,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the… Read More

We’re hiring: Client Services Administrator

Job Title: Client Services Administrator Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes. Reports To: Business Manager Salary Range: £23,000 – £28,000 depending on experience Working Hours: 9-5 pm Monday – Friday   About the role… Read More

Mind the gap in the social care cap

Last week the government announced reforms to social care, increasing National Insurance and Dividend Tax. National Insurance increases will be applied across the United Kingdom, but it’s not yet been confirmed whether the new social care cap is to be adopted in Wales, Scotland, and Northern Ireland. The information below… Read More

The return of face-to-face meetings

We’re delighted to announce that from Monday 13th September we will be offering the option for all clients to return to face-to-face meetings. However, we equally appreciate that some of you might want to continue with online meetings. They’ve been highly effective through what has been a very difficult time. Read More
Loading...