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18 July 2019

Highest burial costs in the country

The West Midlands is the second highest region of the UK for funeral costs after London. According to the Express and Star; “The average cost across the West Midlands is now £3,977, according to research from insurance group Royal London for its national funeral cost index. London’s average funeral is estimated at £4,838 – £6,479 […]

17 July 2019

Best and Worst UK Retailers Announced

The BBC reports on Which? survey results of the top and worst rated retailers: “The only general retailer at the top of the table was John Lewis, with a customer score of 86%. Which? said the survey results raised concerns at a time when many retailers were struggling with the High Street slowdown.” In top […]

16 July 2019

Stepping Up Security

Following on from recent fraud threats, we have stepped up our security to protect our clients. Our revised systems and processes include the requirement for a face to face meeting or a phone call to ensure everything is properly dealt with. The intention behind these changes is about ensuring we protect our clients.

15 July 2019

Looking after you and your Legacy

We are an established Independent Financial Services company which has offered impartial financial planning advice to a loyal base of clients for many years, and key to what we do is to provide our clients with peace of mind. We have therefore created a document which supports our clients in planning their affairs. It is […]

12 July 2019

Personal Finance or Joint Accounts?

“YouGov’s research shows the majority of couples (62%) keep their own bank account throughout their relationship, and 22% have personal money set aside in some other form (i.e. not in a bank account).” “One in fifteen people in a serious relationship (7%) admit that they have money secretly set aside that their partner doesn’t know […]

11 July 2019

Home-ownership a ‘pipe-dream’ for half of people

FT Adviser reports “nearly half of non-homeowners in the UK think they will never get on the property ladder, new research has found. The findings from wealth manager Close Brothers, which surveyed 1,003 employers and 5,003 employees last year, revealed that 47 per cent of non-homeowners felt that homeownership was a ‘pipe-dream’ despite it remaining an […]

10 July 2019

Ensuring you receive the right Equity Release Product

MoneyWeek reports “Equity-release loans worth a record £935m were taken out in the first three months of this year, up 8% on 2018, according to the Equity Release Council. If you’re considering equity release, make sure you’re as well-informed as possible before signing up. You will have to take financial advice on the decision and […]

9 July 2019

Less Volunteering in Retirement

The Telegraph reports “Retired pensioners spend 25% less time volunteering now than they did two decades ago, new figures reveal, as they are forced to “plug the gap” and care for grandchildren. Between 2001 and 2015, the total amount of time retired people spent volunteering fell from 21 minutes per day, down to 15. Figures […]

9 July 2019

Parents unaware of child benefit pension link

FT Adviser reports “Not many parents are aware that they can get national insurance credits which count towards the state pension through child benefit, new research has shown. In a report out today (June 6) HM Revenue & Customs stated people had a good understanding of most aspects of child benefit but parents had less knowledge of […]

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