Insights

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.

The end of the tax year is looming on Friday 5 April, but there is still time to save tax for 2012/13.

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.

Read the full article at Western Morning News.

Read the full article at Western Morning News.

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.

We are delighted that Matthew Clark is working with family mediation company, Compass Resolution.

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.
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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.

We are excited to open our doors to new clients from our offices at The Greenkeepers Cottage at Exeter Golf and Country Club in Exeter.