6th November 2013

Equity Release in the Spotlight to Plug Gap in Retirement Savings

The Equity Release Council (ERC) met with MPs and peers on 5 November to examine the current attitudes of older people towards saving for retirement. 

5th November 2013

Investment Markets Extend Gains in October 2013

The US equity market reached an all-time closing high on 29 October as the US government reached a deal on the debt ceiling.

15th October 2013

Neil Woodford set to leave Invesco Perpetual

In a surprise move, Neil Woodford, one of the UK’s best known fund managers, has announced that he will leave Invesco Perpetual in April 2014.

9th October 2013

Pension Clinic – Get Answers to All Your Pension Queries

The first Pension Clinic will be held from 9am - 12pm on Thursday 31 October at our office. 

4th October 2013

Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual)

We are delighted to announce that Matthew Clark has been named as one of three finalists for the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual).

1st October 2013

Investing for Income Questions and Answers Seminar

Investing for income? When 1.5% on the High Street is the norm, is there a better way? We are holding this topical seminar in conjunction with experts from leading investment institutions on Thursday 24 October from 5pm to 7pm at the Exeter Golf & Country Club. As the event is filling up fast, to secure your free place, please call Leah Thorne on 01392 875500 or email

30th September 2013

Good News for Pension Income

Pension savers who have opted to keep their funds invested instead of buying an annuity are benefiting from a rise in the income limit from October to its highest level for two years.

29th September 2013

Life Begins At Retirement

Improving the care given to the UK's most vulnerable older people will be given top priority by the Government next year, Health Secretary, Jeremy Hunt has pledged. 

19th September 2013

An Improving Outlook for Investors

As a keen runner, I enjoyed watching the impressive performances of our Olympic athletes, Mo Farah and Jonathan Brownlee last weekend, and I will be cheering Bradley Wiggins as the cycling Tour of Britain heads for Dartmoor on Friday.

5th September 2013

Careful Planning Boosts West Country Charities

As a firm believer in charity, I am very excited that this weekend the Devon Air Ambulance Trust will be celebrating its 21st birthday. Like many charities across the West Country, they do invaluable work for local people, fulfilling a vital life-saving role. A successful charity requires diligent trustees, who are increasingly dependent on professional advice to support their decisions which must be reviewed on an annual basis to ensure any investments are suited to the charity’s needs.

Found this useful?

Please feel free to share it with your contacts and friends through social media.