C2C2C Lincolnshire Charity Cycle – Office Closure

June 26, 2017
On Thursday 29 June Andy Dyson will  be participating in the Lincolnshire C2C2C charity cycle ride. We will be supporting the event and will therefore be closing the office from 3.30 p.m. on Thursday afternoon. We apologise for any inconvenience and will be back to our normal office opening hours from 9 a.m. Friday morning.... Read More

Andy’s Pyrenean Adventure

June 19, 2017
23/06/2017 The final day of our Raid Pyrenean ride started with a sunny departure from Prades and a fast ride in glorious sunshine down to Argeles sur Mer, where we then followed the coast road dropping in to the pretty harbour towns of Collioure, Banyuls sur Mer and finally our destination of Cerbere. A warm... Read More

The pain of discipline today is preferable to the pain of regret tomorrow

June 8, 2017
Markets across the world have been reaching all-time highs this year. In bull markets, investors look at any gap between their returns and those of the benchmarks and ask why they have not kept up. But this is only one side of the story. The behavioural researcher, James Montier found that most people must stand... Read More

Pension freedoms confusion – The importance of advice and guidance

May 23, 2017
Two years on from the pension freedom reforms that took effect from April 2015,  many retirement savers are still confused by the rules, meaning advice and guidance is vital. Read more in our May/June 2017 Smartmoney. If you would like to discuss your retirement planning, please get in touch with us.... Read More

2016/17 Year End Planning

February 3, 2017
Keeping your taxes as low as possible – what you may wish to consider sooner rather than later. Read more in our Smartmoney brochure and get in touch today to explore the options available to you in preparation for the 2016/17 year end! Get in... Read More

Mothers Missing out on Millions

February 1, 2017
Article by Steve Webb, Director of Policy and External Communications, Royal London  A recent Royal London Policy Paper discusses how thousands of mothers are missing out on state pension rights when they don’t have to. Earlier this month Royal London published their ninth Policy Paper, entitled ‘Mothers Missing out on Millions’ which focuses on the... Read More

Autumn Statement 2016 – Our Guide

November 30, 2016
Chancellor of the Exchequer, Philip Hammond, delivered his first and last Autumn Statement to Parliament on Wednesday 23 November 2016. He announced that after next Spring’s Budget, the annual Budget will move to being held in the Autumn. A Spring Statement will be issued each year responding to the forecast from the Office for Budget Responsibility,... Read More

New Model Adviser Top 100 2016

November 21, 2016
We are delighted to have received confirmation today that we have made the top 100 in the Citywire New Model Adviser Top 100 Adviser Firms 2016. The accolade recognises profitability, reinvestment into the business, qualifications, commitment to the profession and development of best practice in the industry. Citywire provides news, information and insight for professional... Read More
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