As advisers we are constantly scrutinised by the FCA to ensure that our practices are transparent, compliant and that we treat customers fairly in everything that we do. At the heart of this are our Client Agreements which set out our charges and how we will deal with our clients. It is vital that we […]
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Did you know that almost 1 million people will be 55 next year, which is the new age at which you can access your pension pot under the relatively new pension freedoms, which were introduced in 2015. Since then over £28 billion has been withdrawn from pension schemes. According to the Office for National Statistics […]
In the news this week we hear that the biggest brands in the market are getting involved in a “price war” over fees. Schroders Personal Wealth are said to be “attacking” market Leaders St James Place and Brewer Dolphin to undercut their fees. The article in the Financial Adviser (26/9/19) claims that SJP’s advice fees […]
Although an election date has not been set yet, it seems inevitable that one will be called in the not too distant future. Whilst many see Brexit as the defining issue of the day, let’s not forget that beyond Brexit the parties have very different manifestos for the domestic economy. Potentially, none more so than […]
Christina and Phil Clegg presented a £2,000 cheque to charity Open Door Furniture Recycling on Wednesday 18th September. The cheque was raised by Christina and Phil in their capacity as Lady Captain and Captain of Burnley Golf Club in 2019. Members of the Golf Club have supported a number of fund raising events throughout the […]
This is the question that every financial adviser should ask their clients to investigate before providing advice on long term care funding. Unfortunately, it appears that some financial advisors aren’t asking this question first. If an individual has long term care requirements which require medical, rather than social care, then they may well be entitled […]
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