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The Role Of Financial Advisors

Financial planners don’t just advise you on investments... George Kinder reveals to Robin Powell in this video how the role of financial advisors isn't just about helping clients with investment planning, it's very much more than that. I'm glad to say the fabulous relationships we have with our clients are aligned to George's [...]

By |2020-05-30T08:30:21+01:00May 30th, 2020|Financial Planning|0 Comments

Lasting Powers of Attorney

What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPA) enable individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could [...]

By |2020-04-10T09:54:10+01:00February 24th, 2020|Estate Planning, Financial Planning|0 Comments

Top Rated IFA For 2nd Year Running

I feel honoured, it's happened again! This morning I received an email from the Times, simply titled 'Tomorrow' with the following fabulous news: You’ll be featuring as a Top Rated Adviser in the 2020 Guide tomorrow, which will be distributed nationally in The Times! I pride myself on the service my team and I [...]

By |2020-03-09T11:03:40+00:00February 8th, 2020|Financial Planning|0 Comments

Preparing Emotionally For Retirement

However much you might be counting down the days to freedom, if you're in a reasonably-paid, moderate-status job, or running your own business, retirement could be a shock to your system. Once you've gloried in the luxury of a few lie-ins, and enjoyed some well-earned Rest & Relaxation - what next? It can be [...]

By |2020-05-18T14:56:54+01:00September 9th, 2019|Financial Planning, Pensions|0 Comments

It’s Official – I’m One Of The UK’s Top Rated Independent Financial Advisers!

It's not every day you receive an email titled: "Did you see yourself in The Times?" But that's exactly what I received this morning! On Saturday (23rd Feb 2019), the Times newspaper included a supplement called '2019 Guide to the UK's Top Rated Advisers' and I was delighted to hear my name featured in [...]

By |2019-06-02T16:09:42+01:00February 25th, 2019|Estate Planning, Financial Planning, Pensions, Wealth Management|0 Comments