Blog

Landlords, rising interest rates could affect cash flow and your long-term plans

If you’re a landlord, your outgoings may have increased this year thanks to rising interest rates and could climb further. It’s essential that you review your cash flow and the effect it could have on long-term plans. A combination of factors, including the Ukraine war and the after-effects of... Read more

1 in 3 savers worry they’ve “lost” a pension. Here’s how to track them down

It can be easier than you think to lose your retirement savings. In fact, estimates suggest thousands of savers have forgotten about pensions that could support their retirement goals. 31 October marks National Pension Tracing Day, so it’s the perfect time to review your savings and see if you... Read more

7 compelling reasons you should seek financial advice at retirement

Some of the decisions you make as you retire could affect your income and lifestyle for the rest of your life. Yet, data suggests that many retirees aren’t taking financial advice and it could mean they face hardship in the future. According to the Great British Retirement Survey, only 27% of... Read more

6 eccentric and unusual sports you can take part in across the UK

16/08/2022 The UK has a long history of sports and games, from jousting or local folk games to the emergence of modern sports like football and tennis in the 18th and 19th centuries. On 30 September, National Sports Heritage Day celebrates sporting culture and aims to inspire people to be... Read more

“You’ll never own your own house” and 6 other shared ownership myths debunked

16/08/2022 Shared ownership is a government-supported scheme designed to help people get onto – and move up – the property ladder. Since its introduction it’s helped thousands of homebuyers across the country. Each year, Shared Ownership Week raises the profile of shared ownership, collating... Read more

Testimonials

My Advisor was excellent and went through all the options with me to insure I invested my funds in the best possible fund to suit my requirements.

Colin and Sue of Milton Keynes

I would trust Jennifer with my own investments: A careful, thoughtful, well-researched approach is taken to investment decisions, and risk/return factors are communicated very well to the client.

Will Smart - Accountant in Milton Keynes

CALL US NOW T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.