February and March news from your local Financial Planner: The FTSE 100 hit a new high of 8,600 on 30th In a parliamentary debate brought about by the Liberal Democrats, MPs voted that the government should pay compensation to the so called “WASPI women” for underpaid pensions. The government has so far refused to pay […]
Read More… from February and March news from your local Financial Planner
HMRC has announced that from April its tax rules will changes relieving the need for pension advice for many. Since the pension rules were changed back in 2015, HMRC has applied emergency tax codes where people have taken a lump sum from their pension. This has led to millions being overpaid in tax. In the […]
As always, we try to provide helpful money advisor scam updates whenever we can to try to help you stay safe. The latest warning is to be very careful when scanning QR codes. Personally, I find them too annoying to use, but millions find them easy to use. Be particularly aware when scanning codes in […]
According to research by investment giant Charles Schwab local financial planners are becoming more popular again as online influence declines. Some of the findings from the research published in Financial Planning today earlier in the month (3/5/24) included: 81% of investors said that they realised that it was important to seek expert advice from local […]
As local Financial Consultants, we’ve reported on the impact of financial crime for years now in numerous posts. Some of the numbers for the amounts lost to fraud and scams are huge. Only last month Action Fraud reported that £600 million was lost in 2023 to different types of investment fraud. But when does anything […]
Read More… from Local Financial Consultants fed up of financial crime
Our financial consultants review the current market instability which is causing concern at the FCA. Especially in relation to the mortgage market. Stories of lenders withdrawing packages have spooked the market and many customers are starting to panic. The FCA is concerned about those customers who are on very low fixed rate deals. Some as […]
Read More… from Financial consultants review mortgage rate panic
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