Financial Adviser tax review on the current situation

The effect of the governments freeze on tax rate bands is becoming clearer according to the latest figures from HMRC. And the effect is massive tax increases for millions. Ask your Financial Adviser about tax hikes and they will explain. The number of higher rate taxpayers has increased by 1.7 million people to over 5.5 […]

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FCA trying to help find a Financial Adviser for customers

The Financial Conduct Authority (FCA) has released figures to show that it is working hard with the financial service industry to crack down on fraud. To help customers find a Financial Adviser, the FCA scans over 100,00 websites every single day, to check for fraud and scams. That’s a lot. It’s able to do this […]

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Are Final Salary Lump Sum Pensions doomed

According to Pension Minister Guy Oppenheimer the answer is yes. Doomed Final Salary lump sum pensions schemes still enjoyed by millions of public sector workers are unsustainable and unlikely to be around in 10 to 15 years’ time according to the government. The latest figures (FT Adviser 15/6/22) showed that these public sector pension costs […]

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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

Christina is a very approachable young woman and is always ready to answer any questions. I would not hesitate to recommend her to friends.

Mrs V

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

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

Ms F