Updated:
20-Apr-2012 2:04pm
PA and OM Topham - Wrexham
'As we place our finances in your care, it goes without saying that we believe
you to be trustworthy and competent. We trust the judgements you make on our
behalf. You have the ability to explain complex financial maters in easy to
understand terms....'... read more
Updated:
20-Apr-2012 2:02pm
C Bowyer – Newnham
'Many thanks for taking the time to sort out my pension. It is very much
appreciated you were by far the most efficient of all the advisers I went
to....'... read more
Updated:
20-Apr-2012 2:02pm
B Griffiths – Holt
'I have always been very impressed with the way in which you handled my own
private arrangements and look forward to the opportunity of doing further
business with you...'... read more
Updated:
8-Dec-2010 2:52pm
Most people do not have a private pension plan. Some people, however, have too many, collecting plans as they move from job to job. Keeping on top of all these schemes is essential.Evaluate your pensionsThe key to taking control of your pensions and retirement planning is to find out what types of... read more
Updated:
2-Dec-2010 10:07am
Savers are losing out on a possible £12bn in interest payments by staying with low-rate accounts, according to Which?, the consumers' associationit said that nearly half of 1,200 savings accounts in the UK paid interest of 0.5% or less.Which? said if all savers switched to accounts with the highest ... read more
Updated:
2-Dec-2010 10:00am
Savers with banks, building societies and credit unions will soon have greater protection if their savings institution goes bust. From 1 January 2011 the compensation limit rises from £50,000 to the equivalent of 100,000 euros (currently £84,450). The change is as a result of European legislation. T... read more
Updated:
25-Nov-2010 10:11am
So you know nothing about pensions - except they exist - and you do not have an employer's pension which you can join. What are the options available to you if you want to do more than rely on the state when you retire? A clear option is to pay into a personal pension. This is an investment policy d... read more
Updated:
25-Nov-2010 10:00am
The cost of providing pensions is set to rise again because of another increase in life expectancy. Longevity increased again in England and Wales during 2009, according to the Institute of Actuaries. Men currently aged 65 are now expected to live an extra 0.4 years to 87.5 years, and women of the s... read more
Updated:
24-Nov-2010 5:07pm
What is Financial Planning Week? Do you want to be in control of your future? Are you in control of your finances? Financial Planning Week aims to raise the awareness of the benefits of Financial Planning, whether it is through some simple Financial Planning steps or working with a professional Fina... read more
Updated:
24-Nov-2010 5:07pm
The Treasury has announced a significant reduction in the maximum amount of pension savings which will benefit from tax relief.The government aims to replace a series of complicated changes, due to start next April, which were put on the statute book by the previous government and which targeted hig... read more
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