Blog – A Planners Week is always an interesting one….!

October 20, 2017
A reflection of the week by Managing Director, Andy Dyson Monday started with the morning at the University of Lincoln International Business School, which was a taster session for their ‘Developing a Managerial Mindset’ course, which we are considering as part of the development programme for our staff. Its always great to mix with people... Read More

Mortgages – don’t get caught out when your fixed rate comes to an end!

August 4, 2017
Recent research has shown that the majority (53 per cent) of customers who roll their existing mortgage onto a Standard Variable Rate (SVR), don’t remortgage for more than 10 years. An analysis of the mortgage market by the Citizens Advice Bureau (CAB) revealed one in 10 borrowers face a ‘cost penalty’ of more than £1,000 a year... Read More

Don’t be misled by headline grabbing mortgage rates!

July 24, 2017
A recent market analysis shows that borrowers are being denied access to record-low mortgage rates due to lenders’ affordability requirements according to Enness Mortgages, a large London based mortgage broker. It has been pointed out that most borrowers fail to qualify for the most attractive deals – even though they would probably have no difficulty in... Read More

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
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