News & views
Recent retirement case study. Financial planning.
My colleagues are often asked, "…so what do you actually do as a financial planner”? Below is a recent retirement case study which I hope will demonstrate the work and value that an independent financial [...]
Are you tempting fate by making a Will?
The Law Society estimates that one in three of us will die without a Will. Why? Many of us are superstitious and feel that it may be tempting fate. A Will is a legal document [...]
Flexi-access drawdown. Is it right for your pension?
Until about ten years ago most people bought an annuity with their pension "pots" on retirement. Over the years buying an annuity this has fallen out of favour. This has been due in part to [...]
New team member Andie Derry
Welcome to new team member Andie Derry. Andie has joined us from Southfields School after completing her “A” levels. She will be part of the expanding Investment Client Support Team, based at the Kettering office. [...]
Charity Lunch. Save the date: Friday 9th November 2018.
Why not join us at this charity lunch. This charity event will be held at Kettering Park Hotel on Friday 9th November 2018. Starting at 11.00 am and finishing around 3.00 pm. This will be [...]
What We Do
Get Social