We were proud to be sponsors of the very first Sun Shine Music Festival, running from 25th-27th May 2018. Sun Shine is a brand new family music festival in Padworth, Reading. We…

Beware the taxman! Royal London argue that HMRC are ‘out of control’ and are over-taxing individuals on a ‘tax first- ask questions later’ basis. As examples it cites unnecessary ’emergency…

The dangers of not diversifying The headlines today of Carillion going in to liquidation is a sobering reminder that investing in a small number of stocks and shares can give a…

Deal or No Deal? – The Brexit View Neil Woodford’s company, Woodford Investment management, have teamed up with Capital Economics to look at the various Brexit possible outcomes and their…

Stable Returns in Uncertain Times! It’s not unusual for investors to be cautious about equity returns. Especially with so much uncertainty in the news. Diversification is, of course a key…

Great Investment Returns! Getting investment returns right for our clients is a cornerstone of the financial planning work we do. It’s not just about returns, but returns that are suitable…

Where next for investment markets? The continued rise in markets around the world can perhaps induce complacency in investors. Many believe that equities are the only place to invest. We…

Premium(?) Bonds Many of our clients hold Premium Bonds.  Many report winning ‘regularly’.  I don’t think we only meet lucky clients, so what really is the deal? The reality is…

Increases in State Pension age…. Millions will now have to work an extra year before getting their State Pension. Increases to age 68 are now applicable to many. To put…

The day you die is important! For those who celebrate the news that longevity is increasing may wish to pause for thought.  According to research from UCL increases in longevity are…