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The importance of taking stock of your pension withdrawals after market volatility

12 January 2021 2020 saw a lot of volatility within investment markets. While vaccine news means there is hope for battling Covid-19 in 2021, there’s still a lot of uncertainty. If you’re retired and are taking a flexible income from your pension, it’s likely your pension is invested, so it’s... Read more

Investment market update: November 2020

14 December 2020 Global stock markets continued to be affected by Covid-19, but there was good news mixed among the negative. While the International Monetary Fund (IMF) warned the global economic recovery was ‘losing momentum’, markets rallied during the month based on the news that a... Read more

What are homebuyers looking for in 2021?

14 December 2020 Are you planning to sell your home in the new year? Understanding what potential buyers are looking for can help you position your home to gain more attention and hopefully increase the price you receive for it. House prices predicted to fall 14% During the first lockdown... Read more

What has 2020 taught us about investing?

14 December 2020 2020 has been an eventful year for investment markets. Impacted by the Covid-19 pandemic and government responses to this, there have been many valuable investment lessons that will apply in 2021 and beyond. As the extent of the pandemic became known in March, stock markets... Read more

Lasting Power of Attorney: Why is it something we put off?

14 December 2020 Naming a Lasting Power of Attorney is something that we should all do. It’s something that can provide us with security if we’re unable to make decisions. While it’s often something that’s associated with being elderly, it’s just as important for younger generations to take this... Read more

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My dealings with Jennifer have always been a pleasure. She is very trustworthy, professional and very knowledgeable concerning all aspects of pensions, investments and life insurance. Jennifer took the time to ensure that I fully understood all of the commitments I was undertaking. I would certainly have no hesitation in recommending Jennifer as an IFA.

Paul Watts from Milton Keynes

We have known Paul for many years and trust his ability to care for us in this area.

Paul from Billingham

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