Exam success for Sam Williams.

Congratulation to Sam William who passed his final exam. Sam completed and passed the RO6 Financial Planning exam. The three-hour assessment involved answering in writing two practical case studies in exam conditions. The exam is set by the Chartered Insurance Institute (CII).  It has been developed to help financial advisers develop and demonstrate their financial planning capabilities. [...]

2018-11-30T12:22:40+01:00 November 29th, 2018|News|

Success forces relocation of our Stamford Office.

Welcome to your  new Stamford  Office Due to the ongoing success of the Stamford Office, we are moving to new premises within the town. We are have outgrown The Grey House Office on Broad Street and will now be operating from Orion House, Barn Hill still in the town centre. The office phone number remains unchanged. [...]

2018-11-15T15:47:35+01:00 November 26th, 2018|News|

The Budget 2018. The key points.

Now that the dust has settled here are the key points of The Budget for 2018. Chancellor Philip Hammond delivered his 2018 Budget on 29 October. He stated that his was- "a budget for hard-working people" and that "the era of austerity is finally coming to an end". 3.3 million more people in work since 2010 [...]

2018-11-12T17:08:46+01:00 November 22nd, 2018|News|

Are you nearing retirement?

Putting a retirement plan in place. If you’re in your late fifties/early sixties and starting to think about retirement, there’s certainly a lot to think about! The important thing is to first get an idea of what level of income you’ll need in retirement so that you can comfortably enjoy your well-deserved leisure time. It’s [...]

2018-11-12T15:51:06+01:00 November 19th, 2018|News|

Venture Capital Trusts. Are they suitable for you?

Venture Capital Trusts (VCTs) are investment companies that are listed on the London Stock Exchange and are run by a Fund Manager.  They offer investors the chance to invest in small firms to help them grow. A VCT is highly tax-efficient as the government offers generous tax breaks to VCT investors.  They currently attract income [...]

2018-11-12T14:40:03+01:00 November 15th, 2018|News|

Stock Market Volatility. How best to invest.

Stock Market volatility is usually defined by big swings in either direction, which can cause the price of a security to change dramatically.  Lately, we've seen an increase in volatility but this is not an undue concern to us. Volatility can be triggered by many events and is a normal part of investing which should [...]

2018-12-27T10:12:04+01:00 November 12th, 2018|News|

Venture Capital Trust Schemes. What are they?

Should they be included in your retirement portfolio? As retirement planning becomes increasingly more complicated, holding Venture Capital Trusts (VCT’s) or Enterprise Investment Schemes (EIS’s) in your portfolio may prove beneficial. So how can they save you from paying too much tax? Venture Capital Trusts. First of all, VCTs are companies that are listed on [...]

2018-11-06T09:41:11+01:00 November 8th, 2018|News|

School fees: How to plan for them.

It is estimated that to put a child through private school from reception to sixth form costs more than £200,000. You also need to budget for the extras like uniforms, school trips and music lesson. Over the last ten years, private education fees have risen well above inflation with no indication that this will change [...]

2018-11-13T13:57:51+01:00 November 5th, 2018|News|