Exam success for Sam Williams

Congratulations to Sam Williams on passing his exam. Sam took the Chartered Insurance Institute (CII), Investment Principle and Risk exam (RO2). The exam was taken at the Institutes, Nottingham test centre. Sam Williams said- "This was the hardest test I've taken so far. The questions were unlike any of the previous test papers  that I’ve [...]

2018-02-21T15:50:13+00:00 February 15th, 2018|News|

Time for Financial Advisers and the Legal Profession to ‘Assemble’

By Carl Stephenson, Chartered Financial Planner based in Stamford, Lincolnshire. For anyone with children, or maybe the inner child in you, I am sure you know that the key premise of the Marvel ‘Avengers Assemble’ movie being the bringing together of a team of superheroes, each with a unique set of skills and expertise. The [...]

2018-02-21T15:50:14+00:00 February 13th, 2018|News|

Help to Buy. Could it help you get on the property ladder?

Recent figures released by the government show that over 300,000 home have been brought with the help of initiatives. This may have been with help through the equity loan scheme, shared ownership or the Help to Buy ISA. What is Help to Buy? The Help to Buy, equity loan scheme, allows buyers to borrow a [...]

2018-02-21T15:50:17+00:00 February 5th, 2018|News|