Our intrepid managing director and triathlete, Mark Jones, is finishing off his year of fundraising in style by taking on the iconic London Marathon on Sunday 2nd October. Mark has been training hard over the last few months. By his side for…
Deciding whether to withdraw cash from your pension pot Choosing what to do with your pension is a big decision. If you’ve been saving into a defined contribution pension (sometimes called ‘money purchase’) during your working life, from age 55…
As the rising cost of living, energy prices and the ongoing war in Ukraine continue to dominate the headlines, it’s all too easy to become overwhelmed with a sense of negativity when it comes to certain aspects of life. Speaking…
We're delighted to announce that we've been named 'Financial Planning Firm of the Year - Derbyshire' in the 5th annual Midlands Enterprise Awards 2022, hosted by SME News. Here's what the judges had to say: “This award symbolises the hard work and dedication you…
We’re very pleased to announce that we have been named ‘Independent Financial Advice Firm of the Year 2022 – East Midlands’ in this year’s Worldwide Finance Awards. Run by Acquisition International magazine, these awards look to celebrate business, like Jones…
The month of May is my favourite month. I see it as the month that bridges Spring to Summer. It’s the time where we see the seeds we planted earlier in the year start turning into shoots ready to blossom.…
What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning early. You may want to keep an…
Hopes, fears and aspirations of people approaching and in retirement People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about rising prices. Many…
It’s Aintree Grand National Month and one of those times when I think I should do some homework into the horses running before I make a bet. I say this every year, but do I ever do homework? The answer…
Why now is the time to make sure you protect your wealth The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021. As…