Keeping up to date with things

Equity release

An advisers view of equity release

July 14 2017 | Category: Money advice

With extended life expectancies and the steady demise of the better final salary pension schemes, equity release arrangements to fund capital or income needs in later life from the monies tied up in ones home is becoming a more fr...

An introduction to the Lifetime ISA

An introduction to the Lifetime ISA

May 26 2017 | Category: Latest Trends

The new Lifetime Individual Savings Account (or ISA) is designed to help young people save flexibly throughout their lives for the long-term. Individuals over the age of 18 and below 40 are able to open a Lifetime ISA and pay i...

Socially Responsible Investing

What is socially responsible investing?

May 17 2017 | Category: Money advice

Ethical investment – or Socially Responsible Investing (SRI) – has moved from the sidelines to become a credible option for forward-thinking investors. In the past, when making the decision to invest ethically, many investors ...

Marriage allowance

What is the marriage allowance?

April 28 2017 | Category: Money advice

Marriage allowance is a tax benefit which means that a spouse or civil partner may now be able to transfer some of their unused personal allowance to the other. This is aimed directly at couples where one partner does not earn eno...

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...