Financial Planner in Burnley – December News

As your Financial Planner in Burnley here is a roundup of the financial news from December 2022: HMRC released figures showing that Inheritance Tax receipts increased to £4.1 billion for the six month period from April to October. That is £500 million more than the same period last year. This shows just how much more […]

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Independent Financial Advisor advice gap

The Financial Conduct Authority (FCA) has launched its latest consultation paper to look at how more people might get more simplified access to the advice market. The consultation “Broadening access to advice for mainstream investments”, looks at closing the Independent Financial Advisor gap by changing the rules for ISA investments up to £20,000. The proposals […]

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Wealth Management Advisor explains latest crypto woes

Action Fraud the government’s anti-fraud watchdog has reported that £226 million has been lost by “investors” in the UK on unregulated Wealth Management Advisor crypto scams in the year to September. With over 10,000 scams reported. There are lots of different Crypto scams. Some are outright frauds where fictitious new crypto coins are advertised. Others […]

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Mortgage Money Advisor – facts and figures

Here are some of the latest mortgage money advisor facts and figures from online estate agent GetAgent.  Those of us living in East Lancashire might find some of these figures eye watering: The average new home buyer spends £72,000 in their first year of ownership! This includes the costs of the deposit, stamp duty, mortgage […]

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Independent Financial Adviser in Burnley – News November 2022

As your Independent Financial Advisers in Burnley, here is a roundup of the financial news from November 2022: Mel Stride has been appointed as the new Work and Pensions minister. According to the latest research only 1% of Independent Financial Advisers in Burnley fully trust the ESG credentials of investment products. 65% place some trust […]

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

Mr & Mrs C

Adele has been professional and knowledgable, yet also personable and fun to spend a lot of time with! I wouldn’t hesitate to recommend her to friends and family.

Mrs C

Very satisfied! A quick, friendly and professional service.

Mr P