Financial experts advise customers to watch out for more taxes

Watch out more tax rises could be on the horizon, according to financial experts. The ever popular Institute for Fiscal Studies (IFS) has come up with new proposals for the Government to raise up to an extra £2 billion in Inheritance Tax (IHT). As if the bill wasn’t high enough already. The proposal being put […]

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Is pension advice being taken?

The government changed the rules on pension contributions, but is pension advice being taken up? Perhaps not according to research by Saltus Wealth. They found that only 30% of High-Net-Worth Individuals (HNWI’s) had taken up the opportunity to increase their pension contributions over the old limit of £40,000 and less than 10% had contributed up […]

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More social media financial planning warnings.

The Financial Conduct Authority (FCA) has once again reminded firms that they are responsible for ensuring that all their financial promotions are compliant especially when it comes to financial planning. This particularly covers social media posts and the use of so-called fin influencers online. It is the firms ultimately benefiting from the promotions who will […]

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We are Top Rated – Vouched for – Female Financial Adviser – once again!

We are delighted to be able to announce that once again we’ve been awarded the Vouched for Top Rated Female Financial Adviser status for 2024. The list of Top-Rated Financial Advisers for 2024 was published in The Times on 9th March. This is the 11th year in a row that we’ve made list, (2014 to […]

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Latest Money Advisor report on poor investment funds

The latest Best Invest “Dog Funds” list is out again for your money advisor to review. Published every six months the list includes investments funds which have underperformed their benchmark by at least 5% over three consecutive years. This makes sure that funds don’t jump onto the list without good reason. They have to have […]

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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

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

Ms F

Christina provides an extremely thorough, in depth service with clear and concise information given at every stage, highly recommended.

Mr R

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