Financial markets don’t like bad news and the current Coronavirus outbreak is unfortunately no exception to that rule. So, you’ll no doubt be aware of the impact this is having on stock markets at the moment and although downturns are not unusual, they can be very unsettling. In these situations it can be natural to … Continue reading Market Update

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.

We 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

The scaffolding continues to be built around the office. If you are coming to visit and are struggling to park, please call us.

Due 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

The 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