Category Archives: All
It’s 2024! First stop – end of tax year planning
As we enter 2024, it appears that the economy is beginning to settle, with interest [...]
Feb
Staff Spotlight: Our Financial Adviser, Rachel Picker
With 20 years of industry experience behind her, Rachel Picker is a hugely valued and [...]
Feb
Equity release market regaining momentum?
Statistics1 indicate that the equity release market is slowly recovering after a rocky few years. [...]
Feb
Check you have financial security in 2024
The start of a new year presents an opportune moment to assess your finances, particularly [...]
Feb
Power up your pension in 2024
Did you know that you can make one-off pension payments at any time? In fact, [...]
Feb
What has the property market got in store for 2024?
2023 was not the most predictable of years for the property market. So, as we [...]
Jan
Protecting your home against storms this winter
Antoni and Agnes, Betty and Babet – all were names of storms in 2023. With [...]
Jan
‘110 Measures’ – the Chancellor’s Prime Focus
Contrary to speculation, the Chancellor announced no reforms to Inheritance Tax (IHT) or ISA allowances, [...]
Jan
Time for a midlife (financial) MOT?
In the grand scheme of life, your 40s and 50s can be a unique and [...]
Jan
Extra hours to pay the mortgage?
In the face of rising bills, most advice to consumers tends to be focused on [...]
Jan