I don’t exactly think that this is a surprising headline, but it’s certainly on that needs to be addressed. So exactly how bad is it for us ladies? Well, the latest figures from the Office of National Statistics (ONS) the Governments official office show that on average women will have a pension in retirement that […]
When you move to a new house there’s always lots to do and quite often the last thing on your mind is notifying everyone about your new address. Well perhaps not everyone. You might remember your bank, council, sky etc – all the services you use day to day. But what most people forget is […]
Read More… from Don’t forget to notify your pension provider about your change your address.
Congratulations to our new trainee financial advisor James Elliot, who got his first client review last week. James who joined us in December has passed all his examinations to qualify as a financial adviser and is currently training with both me and Adele to gain his “competent advisor” status. Once I’m happy to “sign” James […]
We set out what the “new normal” was starting to look like back in June after the first Lockdown ended. One of the new developments was the increased use of technology to communicate with clients. Most of us now know how to use Zoom and Facetime to make video calls so that we can chat […]
We’re closing the Office at 12.00 pm on Friday 18th and re-opening on Tuesday 5th January at 9.00am If you need to speak to either Christina or Adele please call them on their mobiles. Merry Christmas and a Happy New Year. […]
The latest Deadline to Breadline report has just been published by Legal & General. This annual publication looks at the state of the nation’s finances through a series of surveys and always throws up some surprising facts and figures. It’s not always good news either. For example, in the years report, we’re told that: The […]
Awards and Accreditations
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