Paraplanner Samantha Clarke is now “Chartered”.

Congratulations to Samantha. A massive, “Well Done”, to Paraplanner, Samantha Clarke for completing her Chartered Insurance Institute (CII), Level 6 qualification exam, in “Financial Planning Process”.  This was the last in a series of exams which means that she has now earned the title of "APFS, Chartered Financial Planner ". Caroline Anstee, Managing Director of [...]

2019-06-26T18:53:13+00:00 June 13th, 2019|News|

“Dementia Sings Out”! Wellingborough’s Dementia Choir.

This community choir was inspired by the recent BBC One television program, Our Dementia Choir with Vicky McClure. This two-part documentary highlights the challenges faced with having to live with dementia. The programme follows members of the choir and shows how singing can help. Dementia Sings Out, is supported by Wellingborough Community Gospel Choir under [...]

2019-06-07T13:22:33+00:00 June 10th, 2019|Community, News|

Virgin Money London Marathon success for Rachel.

On Sunday Rachel completed the 2019 Virgin Money London Marathon. Running over 26 miles and raising over £3,000.00 for Deafblind UK. What this achievement means to Rachel. Rachel had these words of reflection after the Marathon. Rachel Efetha, Chartered Financial Planner said- “I have now completed the London Classics which is Ride London (100-mile bike [...]

2019-05-23T11:10:41+00:00 May 2nd, 2019|Community, News|

Rachel raises Deafblind awareness ahead of the Marathon.

Our Chartered Financial Planner, Rachel Efetha has recently completed a 5 km Parkrun in Bedford wearing a blindfold and ear defenders. The aim is to simulate being Deafblind and to raise awareness of the charity she is running the London Marathon for. Rachel Efetha, Chartered Financial Planner said- “I’m running the London Marathon for this [...]

2019-05-02T16:16:52+00:00 April 18th, 2019|Community, News|

Would you like a Dementia Friends Information Session?

By Rachel Efetha, Chartered Financial Planner. Yesterday morning I was pleased to present a Dementia Friends Information Session to the BRI Networking Breakfast in Northampton. The Information Session helps to explain what dementia is and encourages the audience to take action after participating, from something as simple as wearing their Forget-Me-Not Dementia Friend badge to [...]

2019-05-10T16:25:18+00:00 April 8th, 2019|Community, News|

The ‘B’ Word – Should I Cash in My Investments?

By Rachel Efetha, Chartered Financial Planner. B is obviously for, yawn, Brexit.  My clients are asking me more and more if they should cash in their investments before Brexit and my answer to them is another question ‘what is the purpose of your investments?’. Investment case study. Client “A”. Client A has a modest portfolio [...]

2019-01-28T09:31:31+00:00 January 28th, 2019|News|

Husband and Wife Owner Managed Businesses

By Rachel Efetha, Chartered Financial Planner. Yesterday I visited two sets of completely unrelated new clients who are both in a very similar position. Both the husbands are tradesmen and both the wives run the office for them under a limited company. Both got in touch as their businesses were ticking along nicely and they [...]

2018-10-01T12:00:37+00:00 September 27th, 2018|News|

Pensions – It’s never too late to save for your retirement.

By Rachel Efetha, Chartered Financial Planner. Whilst the 40 somethings parents and grandparents enjoyed a job for life and a pension from their employer based on the number of years service and their final salary, along with a state pension at 60 for women and 65 for men, most non public sector employees do not [...]

2018-07-06T11:12:52+00:00 July 23rd, 2018|News|

Financial Education can be fun.

By Rachel Efetha, Chartered Financial Planner.  At University, the first thing I was told in my first lecture was that on day one of employment, I should start paying into a pension.  However, I was studying BA (Hons) Financial Services and learning about pensions was part of the syllabus.  I wonder how many engineering students [...]

2018-06-25T10:32:18+00:00 June 25th, 2018|News|

Protecting your family. A personal story.

By Rachel Efetha, Chartered Financial Planner based in Bedford. Last year I took part in the Prudential Ride London 100-mile bike ride and took the opportunity to raise money for Bowel Cancer UK.  The reason I chose this particular charity is because a friend of friends, Mark, who I had met from time to time [...]

2018-04-13T16:53:23+00:00 April 23rd, 2018|News|