News

Coping with the lockdown

As the global COVID-19 pandemic progresses, you may have queries and concerns about the performance of your investments. Specifically, our clients have seen a significant decrease in the value of their portfolios within a short space of time. We are here – to ask you not to panic, and to reassure you that during these... Read More »

Your investment portfolio in unprecedented times

Firstly and most importantly, I hope you are staying fit and healthy whilst managing to cope with the current circumstances and Government measures. These are certainly unprecedented times, and I can only keep my fingers crossed that life will return to normal soon. In regards to investment portfolios, you will have no doubt seen how... Read More »

Furloughing, Pension Contributions and other Benefits

To help employers through current difficult times, the Government has introduced the Coronavirus Job Retention Scheme. The aim is for employers to “Furlough” employees rather than lay off staff, with the Government paying some of the costs. Coronavirus Job Retention Scheme The main features of the Scheme are as follows:- In force for at least... Read More »

What happens to my pension fund when I pass away?

Clients frequently ask us this question and this article is designed to give you a basic overview of the legislation governing pension fund death benefits.  However, nothing is an adequate substitute for specific information tailored to your personal circumstances, so if you would like further information please get in touch with us for more specific... Read More »

Ongoing advice on investment products

By Richard Brazier  |  7 March 2019 Many times I am asked by prospective clients why they should pay for ongoing advice on investment products. Surely, they reason, once the plan is set up my work as an adviser is completed and no longer necessary. So long as I have done my job well the... Read More »

Key person assurance – protecting your most important assets

July 2018 Insurance is a fundamental component in establishing and running a business. Most business owners are likely to take pains to ensure that they arrange insurance on their buildings, cars and equipment, and are covered for ‘loss of profits’ in the event of a catastrophe such as a fire or flood. Yet many businesses... Read More »