Blog

10th November 2017

New Model Adviser Award – Top 100 Firm 2017

We are delighted that for a second consecutive year we have been named as one of the top 100 UK financial advice firms by the respected Citywire […]
7th November 2017

Update on Global Financial Markets Q4 2017

Global Financial markets continue to prosper in 2017 as positive economic activity worldwide is driven by accommodative monetary policy and, in most cases, negligible inflation.
12th September 2017

UK Economic Outlook for Sterling as Brexit negotiations start

The weaker UK Services Purchasing Managers’ data for August, at a 11-month low, confirm the on-going slowdown in UK economic growth.
18th July 2017

Office Manager & Senior Technical Assistant (Paraplanner), Exeter – Job Description

We have an immediate vacancy for an Office Manager & Senior Technical Assistant (Paraplanner) to work in our office based in Exeter.
9th June 2017

General Election 2017 – Another Political Shock

“Risk comes from not knowing what you’re doing.” (Warren Buffett)
6th June 2017

UK General Election – Market Expectations

We live in uncertain times. With just two days to go before the General Election, the polls are divided in respect of the likely outcome, with […]
18th April 2017

Snap General Election – What does it mean for markets?

Theresa May explained her to decision to call an early general election on 8 June on the basis that ‘division in Westminster will risk our ability […]
8th March 2017

Spring Budget 2017 – Hammond takes aim at the Self-Employed and Shareholders

In his first and last Spring Budget, the Chancellor of the Exchequer, Philip Hammond, broke the Conservative manifesto promise by increasing National Insurance contributions for the […]
8th March 2017

State Pension Top Up – Class 3A NIC

There is the potential to boost your State Pension by up to £25pw (£1,300 pa) by making a special Class 3A NI contribution, if you are a […]
22nd February 2017

FTSE 250 Index – No longer a pure play on UK plc

The FTSE 250 index, which makes up approx. 18% of the UK stock market, has been popular with investors since its launch in 1992.

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