News Listings

Independent financial advice - pensions, investments and other matters. Wetherby, Yorkshire, UK

A week of financial advice

Saturday, 29 July 2017

Here are some of the issues we have been advising clients on over the last week: A client approached us for advice on his final salary pension, which promises an unusually generous level of income gi ...


Chart showing how long a DB transfer value might last in a SIPP, at different levels of investment growth

Final salary pension transfer client example

Monday, 8 May 2017

What did the client ask us to do? The client, a consultant from the south east of England who has just retired, asked us to provide advice on the transfer of his £1.5m final salary pension to a SIPP ...


Independent financial advice, Wetherby, Yorkshire, and across the UK

Assets under management reach £30m

Wednesday, 3 May 2017

We are delighted to say that the amount of pension and investment money we manage for our clients has reached £30,000,000, up from £20,000,000 this time last year. Welcome to all our new clients, an ...


Final salary pension advice across the UK

Client story - When not to transfer a defined benefit pension

Monday, 20 March 2017

What did the client want? He asked us to transfer his two defined benefit pensions into a SIPP. He had been to other IFAs but found their fees too high. His reasons to transfer were as follows: The ...


IFA - Wetherby, Leeds, Yorkshire

A pension boost for cohabiting couples

Monday, 13 February 2017

A woman has won the right to inherit her deceased partner’s pension, despite the fact that they were not married or in a civil partnership, and he had not completed a “nomination form” naming he ...


IFA - Wetherby, Leeds, Yorkshire - mortgage adviser

Help to buy mortgage scheme ends

Tuesday, 3 January 2017

The government's flagship Help to Buy Mortgage Guarantee scheme, for homebuyers with a 5% deposit, ended on December 31st. It is estimated that more than 100,000 people bought a home using the scheme. ...


Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).