October 23 news from your local Financial Advisors

October 23 news from your local Financial Advisors at CCFPS MP John Redwood has accused the Bank of England of costing the UK taxpayer £100 billion through their mismanagement of the economy post Covid. Much of it through quantitative easing creating high inflation. Many commentators think that he has a point. Redwood wants to tie […]

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Customers benefitting from local Independent Financial Advice

Customers are benefitting from local Independent Financial Advice according to the latest research from the Financial Conduct Authority (FCA). The FCA’s latest Financial Lives Survey was published earlier this year. The survey is now in its third year and is starting to build a picture of the UK’s attitude to a wide range of financial […]

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Investment Planners Dog Funds list updated

The Best Invest list of the UK’s worst performing funds for Investment Planners has just had its half yearly update. The funds on the list are known as “Dog Funds” whose performance has been lower than the average market performance by at least 5% and for at least the last three years. It’s worth looking […]

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August 23 news from your local Independent Financial Adviser

August 23 news from your local Independent Financial Advisor: The average rent in England is now over £1,300 per month. Increasing by nearly 10% this year. Under the new Consumer Duty local Independent Financial Adviser firms have been required to make value assessments on their fund performance. St James Place have just released their results. […]

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Best financial advisors or are Banks not playing fair?

Best financial advisors or are Banks not playing fair? According to MP’s Banks aren’t treating their customers fairly. The Treasury Select Committee has now written to the big Banks and the Financial Conduct Authority (FCA) to ask them why and what they are going to do about it. The outcry comes as Banks have only […]

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Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Adele was very easy to like from the moment we met her. She always arrives on time, and she has changed our lives in as much as showing us how to enjoy our money more.

Mrs W

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.

Ms F