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November 13, 2017

FinCap Week Day 1 – Saving & Investing

Today is Day 1 of this year’s Financial Capability Week and our topic for the day is Saving & Investing – the start to building your financial future. Throughout the week we will cover different financial matters that naturally follow this step, throughout your financial lifetime. The below link is a brief timeline of a typical journey to get […]

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November 10, 2017

Blog – Helping clients understand their spending potential

This week has seemed to focus around client review meetings. Many of my clients are retired and in their ‘decumulation’ phase where they are spending the wealth that they have spent their whole working life saving for.   For these clients, their priority is ensuring they have enough income to cover their expenditure throughout retirement, without […]

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November 10, 2017

About the Financial Capability Strategy for the UK

The Financial Capability Strategy was established as a ten-year strategy to address the stubbornly low levels of financial capability across the UK. The Strategy aims to bring together individuals and organisations to deliver a collaborative approach to improving levels of financial capability, as well as establishing the interventions that are proven to work and seeing […]

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November 10, 2017

Thompson & Richardson aims to get people to #TalkMoney for Financial Capability Week 13th-17th November 2017

Thompson & Richardson Financial Planning is proud to announce their involvement in this year’s Financial Capability Week. Launching Monday 13th November 2017, ‘FinCap Week’ will celebrate, showcase and amplify the work underway to improve financial capability in the UK and ultimately, to improve financial well-being. The week is organised as part of the Financial Capability […]

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November 8, 2017

Blog – Buy to let – the importance of current advice!

Some time freed up in my diary this week meant it gave me time to sink my teeth into the changes taking place around portfolio Buy-to-Let Landlord mortgages – which was aided by having a case to submit for a portfolio landlord and also put the finishing touches on the preparations for Financial Capability week […]

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November 8, 2017

New Model Adviser Top 100 2017

We are delighted to have received confirmation that we have made the top 100 in the Citywire New Model Adviser Top 100 Adviser Firms 2017 – a second year running! 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 […]

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November 8, 2017

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

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 […]

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video August 4, 2017

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

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 […]

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July 24, 2017

Don’t be misled by headline grabbing mortgage rates!

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 […]

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