More people to be able to access an Independent Financial Adviser in the future

According to 7IM, more people will be able to access advice from an Independent Financial Adviser over the next five years. They estimate that over 12 million people who currently do not use an Independent Financial Adviser, will be able to get help using new technologies. This is expected to be the upside of the […]

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Retirement planning advice affected by many factors

Advisers understand only too well that retirement planning advice is affected by many factors. One of which is life expectancy. Figures from the Office for National Statistics (ONS) for example, show that the number of people living to over 100 has doubled in the last twenty years. In 2003 there were around 8,000 people over […]

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What do the best financial advisors think about the market?

We are often asked what the best financial advisors think are the best investments. That’s a question we can never answer because it always depends on individual circumstances. But as we once again take a look at the Best Invest Dog Funds list you might want to make your own mind up.  Published every six […]

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Crackdown on Financial Planning adverts

Crackdown on Financial Planning adverts The Financial Conduct Authority (FCA) has revealed that it took action on over 20,000 financial promotions in 2024. That was double the number in 2023. Many of the financial promotions involved crypto currency. The action taken resulted in the adverts either being amended or withdrawn altogether. According to the FCA […]

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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

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

Christina is thorough and she explains matters in a clear manner. Time is always given for questions to be asked and I have never felt under pressure to buy any particular products.

Mrs D