We are often asked what does being a Chartered Financial Planner actually mean. The Chartered Insurance Institute (The CII Group) has recently produced this video guide that I hope will provide some answers.
Read MoreWe welcomed some very positive news this week, legislation has come into force which makes it illegal for companies to cold call you about your pensions. Companies breaking this law could face fines of up to £500,000. It’s an important change in the law because pension fraud has such a devastating, lasting impact on its … Continue reading Pension cold calls are now illegal
Read MoreThe scaffolding continues to be built around the office. If you are coming to visit and are struggling to park, please call us.
Read MoreDue to the reduction of the Office of the Public Guardians performing costs, an excess of £89m was identified through Lasting Power of Attorney fee overpayments between the 1st of April 2013 and the 31st of March 2017. During this time the Lasting Power of Attorney applications fees were not amended. It is estimated that … Continue reading Lasting Power of Attorney Applications Fees
Read MoreThe Chartered Insurance Institute has recently rebranded to draw on its rich heritage whilst presenting a more contemporary style. The new logo is dramically different from the previous Chartered logo, and whilst we are not moving over to this immediately to save costs and resources, you will see our new logo appear on our literature … Continue reading Change of Logo – Chartered Financial Planner
Read MoreHow will the new dividend allowance work? Starting April 2018, there will be a new way in which dividend allowance will work. Shareholders currently are allowed to withdraw up to £5000 of dividends without it being taxed. Come April 2018 this will be cut from £5000 to £2000. This news has left a lot of … Continue reading Do you receive dividends?
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