We are pleased to announce that one of our Directors, Kate Pierce, has succesfully attained her Advanced Diploma from the Personal Finance Society and is now a Chartered Financial Adviser.
Kate said; ” I am delighted to have achieved Chartered status as I think this is recognised by the public and I am looking forward to putting my increased knowledge and experience to good use when advising my clients”
Welcome to our September/October 2023 edition. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial
Welcome to our July/August 2023 edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment,
Welcome to our May/June 2023 edition. In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to pension tax, the most significant of which was
Welcome to our March/April 2023 edition. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral