Crypto trader banned

Latest research shows that Millennials are the most likely to embrace cryptocurrency investments, with up to 40% reportedly wanting crypto investments to form part of their pension holdings! Clearly, the FCA’s messages about the risks involved haven’t cut through to that age group. Remember so called “Millennials” are in the 25 to 40 age group. […]

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Why don’t people use Wealth Management Advisers?

Latest research from Royal London shines a light on why people don’t use financial advisers or wealth management advisors. The survey spoke to over 4,000 people which makes it one of the most comprehensive recent studies. So, what did it find? Unsurprisingly the cost of advice was the number one concern, with almost half of […]

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More people think about their life cover.

According to the latest research from Canada Life almost 6 million people have either bought or considered their life assurance situation during the pandemic. That’s over 10% of the adult population. Overall, the Insurer estimates that almost 20 million people do have some form of life cover, but that still leaves over 35 million people […]

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Climate Change disclosure comes to financial services.

Having just had a look at what ESG investing is all about, the FCA has just published details of climate change disclosure measures it intends to introduce. This comes on the back of a report from the Taskforce on Climate Related Disclosures (TCFD), which recommends that asset managers, life insurers and pension providers should be […]

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Social Media financial education

The Citizens Advice Service have just announced that they have teamed up with Chinese Social Media platform Tik Tok to launch a series of educational videos. The videos aimed at young people will try to improve financial understanding, helping people to better understand the financial terminology and to be able to spot scams. The videos […]

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Pension Transfer Protection – who will be responsible?

Earlier this month we looked at the proposed new checks coming into place for pension transfers to try to combat scams and fraud. More proposals are now emerging, including the suggestion that pension trustees should consider referring clients to “preferred” advisers. This could open a can of worms. It is unlikely that large pension trustees […]

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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

I have a sense of trust towards the people and the company. Thank you.

Mrs F

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L