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Nominated for Women in Financial Advice Awards 2018
Keeping an office running smoothly is not an easy task. It takes patience, attention to detail and the ability to […]
Julia Docker
Jun 5, 20182 min read
Investment and economic update for June 2018
Our investment and economic update for June 2018 takes a closer look at how the investment markets, global economy and […]
Julia Docker
Jun 1, 20184 min read
The FCA is tackling the high-cost credit market
First they tackled high-cost payday loans, and now the financial services regulator is taking steps to crackdown on other forms […]
Julia Docker
May 31, 20184 min read
Interest rates on hold in May, as expected
The Bank of England have kept interest rates on hold at 0.5% at their latest Monetary Policy Committee (MPC) meeting. […]
Julia Docker
May 10, 20184 min read
Overpaying tax on pension withdrawals
The tax you pay on pension withdrawals should be simple, in theory at least. When taking a withdrawal from a […]
Julia Docker
May 4, 20183 min read
Scrap inheritance tax and replace it with this?
In this world nothing can be said to be certain, except death and taxes. Inheritance tax of course combines the […]
Julia Docker
May 3, 20183 min read
Monthly Investment Update – May 2018
In our latest monthly investment update for May 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
May 1, 20185 min read
Interest rate pressure declines
Interest rate pressure declines as the headline rate of price inflation, the Consumer Prices Index (CPI), has fallen to 2.5% […]
Julia Docker
Apr 19, 20182 min read
Improving competition in the UK’s asset management industry
Are you getting good value for money from your asset manager? The Financial Conduct Authority (FCA) has published the latest […]
Julia Docker
Apr 5, 20183 min read
Over a quarter of a million pounds in equity
How much has your house made you? It’s an interesting question, with varying answers depending on when and where you […]
Julia Docker
Apr 4, 20183 min read
Monthly Investment Update April 2018
In our latest monthly investment update April 2018, we look at how the investment markets, global economy and commodity prices […]
Julia Docker
Apr 3, 20185 min read


New pension transfer advice rules
The Financial Conduct Authority (FCA) has published new pension transfer advice rules. The regulator is also seeking views on additional […]
Julia Docker
Mar 27, 20185 min read
The end of early retirement?
New analysis from insurance provider Aviva hints at the end of early retirement, suggesting that early retirement will disappear entirely […]
Julia Docker
Mar 21, 20182 min read
Highest exam scores in 2017!
We are delighted to announce that our Financial Planning Director, Shelley McCarthy, has received a prize for her exam scores […]
Julia Docker
Mar 19, 20181 min read
What you need to know about the Spring Statement
Chancellor Philip Hammond delivered his Spring Statement to the House of Commons at lunchtime today. Here is everything you need […]
Julia Docker
Mar 13, 20183 min read
A plan to improve women’s financial resilience
It’s International Women’s Day and the financial services profession has been busy putting its best foot forward when it comes […]
Julia Docker
Mar 8, 20183 min read
This is why interest rates could rise faster than expected
Despite continued uncertainty around Brexit, there’s a growing expectation that interest rates could rise faster than previously expected. The Bank […]
Julia Docker
Mar 4, 20182 min read
Monthly Investment Update March 2018
In our latest monthly investment update for March 2018, we look at how the investment markets, global economy and commodity […]
Julia Docker
Mar 1, 20185 min read
Choosing a legitimate financial adviser
There are several steps you should always take when choosing a legitimate financial adviser. One of these is checking that […]
Julia Docker
Feb 26, 20182 min read


Who will get my pension when I die?
When you’re saving for retirement, thinking about who might get your pension when you die is probably not at the […]
Julia Docker
Feb 25, 20183 min read
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