Lifetime Allowance: Some things you need to know
Pensions are tax advantaged investments and the lifetime allowance limits the amount that can be built up. Total pension savings exceeding the [...]
Free Money! Pension Contributions to Workplace Pension Schemes
Contributing to a pension is tax efficient and what employers choose to pay to their company scheme and how they do so can be enormously effective in boosting retirement incomes.
How is COVID-19 affecting the financial markets
Yes, there is still the potential for an unexpected new spike in cases or a second outbreak that would further exacerbate this [...]
European Financial Advisor Certification 2020
EFPA is one of the largest and most respected professional licensing, standard setting and certification bodies for financial advisers in Europe [...]
The power of Diversification
The Power of Diversification! The importance of investing in a diversified portfolio. The recent market fallout has shown us all that investing [...]
Sound Investing! “use S&P 500” says Warren Buffet
Looking at the stock market? Warren Buffet, the most influental investor of our times recommends S&P 500. The S&P 500, or simply [...]
Stay Safe & Use Electronic Meetings
Electronic meetings will be continued once we are back at the office to continue this journey with you and our clients. We [...]
“THANK YOU” to our Clients!
A huge "thank you" to some of our clients who took time out of their day over the last year to write [...]
Covid 19 Statement
During Covid 19, and the ever increasing need to talk through your Financial future during these turbulent times can be achieved through [...]