Should I be a Socially Responsible Investor?

By Samantha Clarke, Senior Paraplanner and Fellow of the CII. What is Socially Responsible Investing? Socially Responsible Investing (SRI) also known as social investment, sustainable, socially conscious, “green”, ethical investing or ESG (Environmental, Social and Governance) are all terms used to describe an investment strategy that seeks to consider both the financial return and social/environmental [...]

2020-08-25T11:10:37+01:00August 25th, 2020|News|

Women’s Recognition Awards Finalist 2020.

We are so proud that Caroline Anstee has become a finalist in, The Financial Reporter Women's Recognition Awards 2020. Caroline has been nominated in the “Retirement Adviser of the year”, category. About the Awards. The Financial Reporter Women's Recognition Awards, launched in 2018, aims to support the growing momentum for a more diverse and equal [...]

2020-08-21T12:11:05+01:00August 21st, 2020|News|

What do you know about your parent’s finances? Part three.

This is the third in a series of articles about the difficult questions you need to be asking about your elderly parent's finances. In the first article, we looked at the importance of ensuring that there is a financial plan in place and the need to have a record of your parent's assets. In the [...]

2020-08-20T13:09:21+01:00August 20th, 2020|News|

Financial Advice. What is it good for?

If you think that the idea of financial advice and planning is only for the very wealthy, think again. In this article we will look at the key stages of life where taking independent financial advice can make a huge difference. Having a financial plan can provide you with confidence in your future. In uncertain [...]

2020-08-18T15:35:03+01:00August 18th, 2020|News|

How a midlife financial tweak can transform your retirement.

For many of us, our working life is stretching out. As our life expectancy rises and pension provisions become less generous reviewing your financial plans has never been more important. As we work longer, it is highly unlikely that we will have just one career path. The day's of a "job for life" has gone.  [...]

2020-08-13T14:28:59+01:00August 13th, 2020|News|