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, not quoted on the stock exchange, who are looking for further investment to help them grow. A VCT, is highly tax-efficient, as the [...]

2021-04-26T15:26:01+01:00April 26th, 2021|News|

Exam success for Barnes Gladman!

Congratulations to Barnes Gladman on his exam success of recently completing the CII Advanced Unit AF8 on Retirement Income Planning. The unit was made up of 3 essay assignments between 2500 to 3000 words each. Provided with a case study and fact find, the assignments required analysis and evaluation of the client’s current financial arrangements, [...]

2021-04-22T14:57:31+01:00April 22nd, 2021|News|

Reduce your financial stress during “Stress Awareness” month

By Rachel Efetha, Chartered Financial Planner at Anstee & Co. We are nearly at the end of Stress Awareness Month. So, what have you been getting stressed about? The NHS website lists the four main causes of stress as: Work – pressure, unemployment, retirement Family – relationship difficulties, divorce or caring for someone. Financial Problems [...]

2021-04-27T10:52:05+01:00April 19th, 2021|News|