How Can I Boost the Income on My Savings?
Interest rates on cash savings are at an all-time low. Currently, it is difficult to get much over 2% gross for a no-notice account, whilst inflation (RPI) is stubbornly high at 3.2% and shows no signs of abating. This means that savers face a falling standard of living as inflation erodes the purchasing power of their cash.
Five Top Tips for Last Minute Tax Planning
The end of the tax year is looming on Friday 5 April, but there is still time to save tax for 2012/13.
Pensions – Why Bother?
There is a widespread perception that pensions are a waste of money, with reasons mentioned including poor investment returns, high costs, complex rules and difficult to get your money out.
Put Pensions at Heart of Retirement Strategy
Read the full article at Western Morning News.
Investment Gives Firm a Platform for Growth
Read the full article at Western Morning News.
Leah Thorne Joins the Team
We are delighted to welcome Leah Thorne as part of the team to lead our client services. Leah has extensive experience of client liaison and delivering high quality administration.
Matthew Clark is Working with Compass Resolution
We are delighted that Matthew Clark is working with family mediation company, Compass Resolution.
Matthew Clark Joins South West Mediation Team
We are delighted to work with South West Mediation to be able to apply our financial and pension planning expertise within a collaborative framework, so clients can get the information they need and consider the financial implications of different possible solutions.
Read more…
Our Investment Commentary for Q1 2013 (1 January – 31 March 2013)
Markets have enjoyed a very good start to 2013 overall with strong returns in almost all global equity markets during the first three months of the year, albeit with continuing high levels of volatility.
Jenny Ives Joins the Team
We are delighted to welcome Jenny Ives on board as a Chartered Financial Planner. Jenny brings to the company a wealth of experience and will be leading our advice with regard to Women in Business.