Financial planning and divorce Financial planningFor individuals Financial planning and divorce No-one who is going through a divorce finds the process easy: it’s long, messy and…Diane PhillipsJune 22, 2012
Robert Doogan elected to CII Fellowship Our news Robert Doogan elected to CII Fellowship We're pleased to announce that Robert Doogan, one of our Chartered Financial Planners, has been…Diane PhillipsJune 21, 2012
Diagnosed health conditions and access to higher pension income Financial planning Diagnosed health conditions and access to higher pension income According to MGM Advantage, in a study conducted by Research Plus with 2,086 UK adults…Diane PhillipsJune 21, 2012
Pension reform Financial planningFor businesses Pension reform Auto enrolment has become a buzz word in the pension’s world. It is bandied around…Diane PhillipsJune 19, 2012
A day in the life of…Kathryn Wallwork Our news A day in the life of…Kathryn Wallwork Last month we took a look at a 'day in the life of' a member…Diane PhillipsJune 7, 2012
HMRC campaign news Financial planning HMRC campaign news Her Majesty’s Revenue & Customs (HMRC) Campaigns provide opportunities for people to voluntarily put their…Diane PhillipsJune 7, 2012
Huge numbers of workers may be missed out of Auto-Enrolment Financial planning Huge numbers of workers may be missed out of Auto-Enrolment The Pensions Regulator published guidance earlier in the year warning employers preparing for Auto-Enrolment (AE)…Diane PhillipsJune 7, 2012
Introducing our tax services Our news Introducing our tax services The UK tax system used to be relatively straightforward to follow. Everyone received a personal…Diane PhillipsJune 6, 2012
Expecting to live longer? Then start saving! BlogFinancial planning Expecting to live longer? Then start saving! A well-documented fact is that many people are unprepared for supporting themselves in retirement for…Diane PhillipsMay 21, 2012
Can you ‘trust’ your Life Assurance policy Financial planning Can you ‘trust’ your Life Assurance policy According to some estimates, as few as 6% of life assurance policies in the UK…Diane PhillipsMay 21, 2012