Blog Archives

Inside the mind of a scammer

Tactics investment fraudsters use to deceive over-55s The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities are genuine before they part with their money. This comes as new research[1], commissioned as part of the FCA’s ScamSmart

Posted in Uncategorized Tagged with: , , , ,

Keep your finger on the pulse. Get our FREE Newsletter!

Keep your finger on the pulse. Get our FREE Newsletter!

Posted in Uncategorized

What are our clients saying about us?

Many thanks to Ray Beard for his testamonial. Its always a pleasure to get such positive feedback and espcially so from such an esteemed professional as Ray.

Posted in Uncategorized

Surviving a critical illness

More people could face financial hardship despite medical advances Most homebuyers purchase life assurance when they arrange a mortgage, but only a minority obtain another form of financial protection that they are five times more likely to need before they

Posted in Uncategorized Tagged with: , , , , ,

Enter the dragon

Views from investment company managers on China The Chinese New Year, also known as ‘Spring Festival’ in China, is China’s most important traditional festival. The 2016 Chinese New Year, ‘The Year of the Monkey’, commenced on Monday 8 February. Monkeys

Posted in Investment, Uncategorized Tagged with: , , , , , , , , , , ,

Pensions guidance to include life expectancy estimates

Retirees could be issued guidance on how long they are likely to live, Pensions Minister, Steve Webb, announced mid-April warning that people often underestimate how long they might live and can be left without enough savings. The Government has pledged

Posted in Uncategorized

Pension tax relief

Calls to reform tax relief on pension contributions are coming from across the political spectrum. You could be forgiven for thinking that the radical changes to pensions announced in the Budget should have put an end to calls for further

Posted in Uncategorized Tagged with: