Don’t put off making a will. Protect your loved ones.

Recent figures show that almost two-thirds of the United Kingdom population have not made a will. A will is a legal document that sets out your wishes regarding the distribution of your estate and the care of any children. It is the only way to ensure that your wishes are carried out after your death. [...]

2018-08-06T09:26:17+01:00July 30th, 2018|News|

Equity Release and the social care challenge.

By Darren Amos, Independent Financial Adviser. On the 9th of July (which just happened to be my birthday) I jumped on a train south to London. On arrival, I headed straight to the Houses of Parliament in Westminster to attend a committee meeting arranged by the Equity Release Council. The meeting took place in Portcullis [...]

2020-09-23T11:10:35+01:00July 26th, 2018|News|

Independent or Restricted financial advice – who cares?

By Tracey Foster, Independent Financial Adviser based in Birmingham. In February 2012, the Financial Services Authority (FSA), released a guidance consultation “Independent and restricted advice”. It described the new advice types that were later implemented through the Retail Distribution Review. Over the last few years, we have seen business models evolve using these different advice [...]

2018-07-06T12:24:45+01:00July 16th, 2018|News|

Community: We had a “Cuppa For Cransley Hospice”.

At our quarterly meeting today we had a "Cuppa for Cransley Hospice". Cakes were made and sold by the team. In total £95.00 was raised from the event for Cransley Hospice. The hospice is based in Kettering, Northamptonshire and provides care for people with life-limiting illnesses. Later in the year, we will be holding our fourth annual "Charity [...]

2019-05-10T15:44:37+01:00July 11th, 2018|Community, News|