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Soaring housing costs hit millennials
People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...Read more >
23 Oct 2017
More caught by lifetime pension allowance
Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....Read more >
20 Oct 2017
Student debt: who won't repay?
The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...Read more >
19 Oct 2017
18% of people aged 50 or over have been targeted by potential scammers
According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...Read more >
10 Aug 2017
Where to turn when you need financial advice and more... An interview with Glen Callow
Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...Read more >
27 May 2016
This is the 'getting to know you' stage and more often than not involves a face to face meeting with an Independent Financial Adviser. We will ask you lots of questions in relation to your current financial and personal circumstances and short, medium and long term goals.
What could otherwise be dull experience is brought to life with our unique Prime Numbers process. At the end of the process we will have a far better understanding of what you need and aspire to.
At this first meeting we will also present our fees and services document so that you understand your payment options and our fee structure - by the end of this meeting we would hope to have agreement on how we work together and any fees applicable.
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If you would like to arrange a free, no obligation meeting please contact us on 0845 872 2099 or email: firstname.lastname@example.org