April 24 news from your local Independent Financial Adviser

April 2024 news from your local Independent Financial Adviser The Yorkshire Building Society have launched a 99% First Time Buyer mortgage with a £5,000 deposit. It will be interesting to see how many people can meet the affordability criteria, but the first-time buyers do need a boost in the mortgage market. According to research by […]

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March 24 news from Christina Clegg your local Pension Adviser

March 2024 news from Christina Clegg your local Pension Adviser: St James Place announced that they were setting aside over £400 million to deal with complaints against their network of local pension advisers. Their share price went down by 30% on the news. The Financial Ombudsman Service (FOS) has been criticised by the Information Commissioners […]

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February 24 news from Christina Clegg your local wealth manager

February 2024 news from Christina Clegg your local wealth manager: 75% of women reported that they would prefer their employer to select their pension funds rather than having the ability to do it for themselves, according to the Pensions and Lifetime Savings Association. January to March are the worst months of the year for worries […]

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Latest Investment Planner advice figures

Latest Investment Planner advice figures The number of people investing has fallen in 2023 reducing the need for investment planner advice, according to research from Moneybox. The research showed that the number of investors was down to 26% of the population, 6% lower than 2022. It also found that: 36% said they could no longer […]

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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

The representative was very good and we were happy with the meeting.

Mr & Mrs B

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

Did not expect anything other than a professional service. Excellent.

Mrs L