Resources 2018-02-23T19:59:00+00:00

News & views

1709, 2018

Recent retirement case study. Financial planning.

By | September 17th, 2018|Categories: News|Tags: , , , , , |0 Comments

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 [...]

1309, 2018

Are you tempting fate by making a Will?

By | September 13th, 2018|Categories: News|Tags: , , , , , , |0 Comments

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 [...]

1009, 2018

Flexi-access drawdown. Is it right for your pension?

By | September 10th, 2018|Categories: News|Tags: , , , , , , |0 Comments

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 [...]

309, 2018

New team member Andie Derry

By | September 3rd, 2018|Categories: News|Tags: , , , , |0 Comments

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. [...]

309, 2018

Charity Lunch. Save the date: Friday 9th November 2018.

By | September 3rd, 2018|Categories: News|Tags: , , , , , |0 Comments

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

Call our expert advisers now
01536 483733