Category Archives: Press

Countdown to the Change of a Lifetime?

At the end of this year there’s going to be a whole load of people and firms who have gotten used to calling themselves IFA’s – Independent Financial Advisers – who will no longer be able to use that term. … Continue reading

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A Little Sage with my Coffee

As usual after the “early” morning rush, known to many parents as the “School Run”(yes, today it’s my turn!), I stopped off at my local Bagshot Newsagents to get my daily feed – the FT – on my way to the … Continue reading

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Independent Financial Planners and Investment Advisers

We have no doubt that you want to deal with a Chartered Financial Planner that operates with honesty and integrity, and a firm that is focused on your  needs and wants, acts with impartiality and provides you with unbiased advice. Welcome … Continue reading

Posted in Business Financial Planning, Care Fees, Chartered Financial Planner, Divorce, Equity Release, Estate Financial Planning, Finance, Financial Planning, Financial Services, Independent Financial Advice, Inheritance Tax, Investments, Life Assurance, Mortgages, News, Pensions, Press, Retirement, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , ,