Blog

Long Term Care - Care Act 2014:

What parts are in force and what has been postponed? There was a sudden spike of interest in social care, and in particular the funding of care, during the 2017 general election campaign. But for all the impassioned debate, where do things actually stand now that the election is over and the... Read more

Recent Base Rate Changes

It may be time to jump on the rate band wagon! We all like to think of what we could do with a little extra money…. An extra date night per month, save for the trip of a life time, buy new shoes or even top up your pension. Since November last year, there has been a lot of commentary... Read more

Thoughts for Christmas

We would like to wish all our clients and professional connections a very Happy Christmas and a Prosperous New Year. We thank you for your business and the trust you have placed in us throughout the year. We each began 2017 with our own goals, objectives and expectations. Some have retired... Read more

Pensions - Lifetime allowance to rise

The annual increase in CPI to September 2017 has been announced as 3% so, unless any changes are made as part of the November Budget, the lifetime allowance will increase on 6th April 2018 to £1,030,000. In addition, the state pension will also increase by 3% from April 2018 under the triple... Read more

Income Protection: Bills don’t stop because you have to

Nobody enjoys thinking about getting ill, but our mortgages, bills and general living expenses don’t stop just because we have stopped working. People have a tendency to insure everything except their lifestyle but if we don’t insure our income, how can we afford to maintain the lifestyle we... Read more

Testimonials

We have known Paul for many years, and like his personal approach, interest in our family, and concern for our financial affairs.

Tim from Milton Keynes

I was really pleased with the amount of time my Advisor took in explaining the proposals. I was also pleased that he was so patient with my questioning - trying to understand financial matters when One isn't as familiar with them as the Advisor can be challenging but Paul has been great, listened to us and answered all our queries clearly

Chris of Milton Keynes

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