News & views
Enterprise Investment Scheme. What are they & do you need one?
I am often asked about Enterprise Investment Scheme (EIS). Often people are aware that they are a way of saving tax but are not sure if they are right for them. So here is a [...]
Housing wealth could be the key to comfortable retirement.
People retiring over the last twenty years, have on average, seen enormous rises in the value of their homes. Figures show that house prices have risen in England by 42% in the last twelve years [...]
Equity Release. The top 3 questions that are asked.
By John Cossons, Equity Release Adviser. When I first talk to clients about equity release they generally have three main concerns. 1.I don’t want to lose ownership of my house. Taking out a Lifetime Mortgage [...]
Dementia care training for the Team.
We today had a presentation by our colleague Rachel Efetha. Rachel has recently undergone training through the Alzheimer's Society on raising awareness about Dementia. The presentation was interactive and even included a game of Bingo! [...]
Cash Flow Modelling. Planning for a secure financial future.
Planning for a secure financial future. It’s very helpful to build a detailed plan to create a picture of your finances now and in the future. Cash Flow Modelling is a way to assist you [...]
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