Investment Advice

Investment Planner
10.01.26

Great news if you have an investment planner.

If you have an investment planner then 2025 was probably one of the best years for investment returns. Figures show that the FTSE 100 index grew by 22.8% in 2025 taking into account dividends. That’s the best year for growth since the financial crisis in 2009. Put into the context of some previous years this is great news for those using an investment plann...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
Uk Top Rated Adviser 2025
VF 23
Vouched For 2022
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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 was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

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