Invest today. Change tomorrow Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest opportunity for responsible investing, which…
Make the most of the tax breaks before it’s too late If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your…
We're delighted to share our inclusion in the SME News Finance Awards 2020 winners booklet! Back in the autumn, we were named as 'Best Independent Financial Advisory Firm - Chesterfield' in the company's Finance Awards. The award is testament to…
How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money…
What you can do to reduce a future financial shortfall A lot has been made of the gender pay gap, but what’s not so well known is how this can affect women in retirement. Unsurprisingly, women don’t fare as well…
It is almost inevitable that taxes will have to rise to help meet the potential £391 billion bill the Government has racked up in supporting the British economy through the coronavirus (COVID-19) pandemic. The Office of Tax Simplification (OTS) published…
How to get your finances in order to make more of your money Do you feel like your financial life has been turned upside down during the coronavirus (COVID-19) pandemic? Or, has the start of the new year focused you…
It’s a question we always ask any new client who already has an investment and/or pension portfolio. The answer at present, based on the improvement of the markets from March 2020, is: “it’s actually doing pretty good thanks.” Here at…
Our very own highly experienced independent financial advisers, Mark Jones, Suzanne Jeakins, Pauline Fernandes and Kirk Yeomans are on track to be named as VouchedFor 2021 Top Rated Financial Advisers in the UK The 2021 guide will be published in…
How you will “slice up your wealth pie?” There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of…