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February 25, 2020

Tax-Efficient Investing

Legitimate ways for higher earners to reduce a tax bill. Without a carefully developed tax planning strategy, higher-rate taxpayers run the risk of missing out on key tax benefits and paying more in taxes than necessary. A higher tax liability can diminish the value of your investment earnings over the long term. To start with, […]

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February 25, 2020

Lincoln Community Larder

Lovely to receive a thank you letter from Lincoln Larder who we donated to in December. We hope our donation will help continue the amazing work you are already doing.  

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February 21, 2020

ISA returns of the year

Time to explore your ISA options? An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, medium and long-term saving options, and with the end of the current tax year not too far away, it’s important to make […]

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February 17, 2020

Life Is Full Of Uncertainties

If the worst were to happen, would your bills still get paid? Everyone should consider protection, even those who don’t have a family or a mortgage! Unless they have substantial savings or inherited wealth, most people rely on their salary to pay for everything. Over the years, you may have taken out a number of […]

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February 4, 2020

Client Feedback

Received some excellent feedback for our Chartered Financial Adviser Elizabeth. ‘A first class service, second to none’

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February 3, 2020

Financial Resolutions

What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these […]

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January 30, 2020

Money Lessons

Five tips that add up to teaching your child about money matters. Understanding how money works is an essential life skill. Unfortunately, for a lot of people, these lessons come later than they should, and often as the result of something going terribly wrong. Not enough people make financial education a priority for children, which […]

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January 23, 2020

Employee of the Quarter

Congratulations to Hayley and Robyn who share ‘Employee of the Quarter’. Both earning an extra half a day’s holiday. Thoroughly deserved.  

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January 21, 2020

Tax-efficient Shelters

Use your ISA allowance or lose it forever. Even though the Individual Savings Account (ISA) deadline may be a number of months away, and despite the tax year date remaining the same year in year out, somehow it always creeps up on us. A tax year runs from 6 April one year to 5 April […]

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January 16, 2020

Client Feedback

Received some great feedback for our Mortgage adviser Nick. ‘An overall excellent service provided and will definitely be using this service again in the future.’

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