14th March 2023
Chartered Financial Planner, Liza Pontone is as an ambassador for ‘Insuring Women’s Futures’, a programme established by the CII (Chartered Insurance Institute) in collaboration with leading insurance professionals, businesses, policy…
7th March 2023
The UK government has scrapped the requirement for firms (that provide portfolio management services) to inform investors when their portfolio has fallen by 10% or more. The rule, introduced in…
20th February 2023
After a tough year for most investment markets in 2022, it has been a brighter start to 2023. One of the key reasons is a growing expectation that key central…
14th February 2023
We are absolutely delighted to have been nominated and shortlisted by judges in The Northern Echo’s first BUSINESSiQ Awards 2023 in the category of Employee Health and Wellbeing. “The business…
13th February 2023
Do you think you may have a shortfall in National Insurance (NI) credits? A Government scheme allows you to buy credits to boost your state pension – here Anthony Long,…
13th February 2023
Chancellor Jeremy Hunt announced a number of tax measures in his Autumn statement, aiming to create fiscal stability, control inflation and fill a hole in the public’s finances following Kwasi…
24th January 2023
Being a Financial Planner takes not only knowledge, but dedication – to your own continued professional development so that you can provide the most up to date and relevant advice…
16th January 2023
The firm is calling for the government to ensure that education in personal finance is prioritised if new rules about post-16 maths lessons comes to fruition. Rishi Sunak announced plans…
21st December 2022
After over a decade of rock bottom interest rates and money printing, we have entered a new phase this year with interest rates rising and the money taps being turned…
