Keeping up to date with things

Savings interest rates

Where has the interest on savings gone?

February 01 2017 | Category: Latest Trends

With the Bank of England base rates now at historic lows we are finding that the major banks just do not want to hold instant access monies and their rates of interest are plummeting. As examples, many popular savings accounts ...

Chartered status

Sam Binstead achieves Chartered status

November 09 2016 | Category: PR / Newsroom

Last month our adviser Sam Binstead attended the Chartered Insurance Institutes annual award ceremony to receive his Charter. Sam has been studying hard over the past few years to pass the series of demanding technical exams in hi...

Will your money last you in retirement?

All the money has to do is last a whole retirement

June 01 2016 | Category: Money advice

It is said that retirement is the point in life where you have earned all the money you are going to and now all you have to do is make sure that it does not run out before you do. Historically for many this was achieved by an ...

Independent mortgage advice

The value of independent mortgage advice

April 01 2016 | Category: Money advice

As a result of the credit crunch, now nearly 10 years ago, the number of mortgage lenders in the UK shrank dramatically. Over the last couple of years however we have seen the re-emergence of new banks and other sources of mortgag...

Marlborough Living feature article

Marlborough Living speaks to Andrew Tottman

February 01 2016 | Category: PR / Newsroom

The interview below recently featured in Marlborough Living magazine Andy, you have an established business based in Calne, why open a second office here in Marlborough? Since 1999 our growth has been supported from a single...

Pension freedoms - what do they mean?

Pension Freedom

March 12 2015 | Category: Latest Trends

So you’ve seen all of the press, read all about it and you’re ready to cash in your pension for a lump sum. But is that really the right thing for you to do? In a rather unexpected announcement, George Osborne revealed in h...