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Are your clients getting the right financial advice?

Reading the national and financial press recently, it is very apparent that a lot of people don’t know where to turn for financial advice. With most Financial Services providers having withdrawn from having a local presence, and the ongoing onslaught of bank closures...

Tax planning is not just about tax reliefs

When I plan out a person’s retirement strategy, some people have commented that it’s not just about pensions, and to me that is correct. Retirement planning should be about pensions and ISAs; both are important. Putting money into a pension is logical, as you...

Working the Stockmarkets

I suppose the headline of this article could be a bit misleading because I believe that no-one can actually work the markets; it’s usually the other way about – the markets work you! This is a basic principle of how we invest any client’s money – we always take a good...