Introducing the new Loyalty Scheme
“Your most unhappy customers are the greatest source of learning” – Bill Gates From recent feedback from our clients we implemented a new weekly review system, as we appreciate that waiting for updates from providers can often cause unnecessary...
Festive gifts & building wealth for a solid financial future
As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money. Many children have hundreds of pounds spent...
UK Budget Overview 2018
Most commentators would agree that the 2018 budget contains little in the way of surprises with the biggest changes coming in personal taxation especially in relation to individual tax rates. This is summary of the key measures and how they will affect personal...
Looking to the future
Taking the steps now to prepare yourself for retirement With increasing numbers of people working past traditional retirement ages[1], stopping work can seem a long way off, especially for younger people. But it’s the dream of an early retirement that keeps many...
‘Multi-jobbers’
Falling foul of the minimum earnings threshold The rules around pensions are continuously changing. To make the most of your retirement, it’s essential to receive regular professional financial advice on how to build up and invest your pension effectively. As the...
Investing in your child’s future
Without planning ahead, the cost can be a huge money sink. While many parents value the standard of education offered by independent schools or universities, the costs can be daunting. However, with careful planning, it may be possible to avoid a huge outstanding...
Cash stash
Study exposes a whole host of financial secrets It’s bad news for romantics, according to the latest annual research[1] into the retirement aspirations and financial planning of UK couples aged 40 and over. This identifies that nearly one in three couples (31%) have...
Getting finances in order
Financial worries don’t just affect our waking hours Financial fears are creeping into sleeping hours, as new research shows money worries are a top cause of nightmares[1]. Our dreams are how we naturally make sense of all the information and experiences that we...