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IFA - Wetherby, Leeds, Yorkshire

December update

Monday, 12 December 2016

What's been going on over the last month? Final salary pensions - 10th December Wow - really busy week this week. It's funny how things go in waves, this week we have had 7 clients call us all wanti ...


Independent investment advice - IFA - Wetherby, Leeds, Yorkshire

Client story - optimising a client's investment portfolio

Sunday, 13 November 2016

What did the client ask us to do? Our clients had pensions with one provider (Aviva), but investments with another (Nationwide). They owned very different investment funds across these policies – ...


Buy to let mortgage lenders are tightening the rules.  IFA - Leeds

Tough new rules for buy to let lenders

Monday, 10 October 2016

Owners or buyers of buy to let properties have had it tough recently, with George Osborne tacking on 3% extra stamp duty to purchases since March 2016, and restricting the amount of mortgage interest ...


Get help from an independent financial adviser, Wetherby, Leeds, Yorkshire IFA

The new Lifetime ISA

Tuesday, 20 September 2016

The "Lifetime ISA", or LISA, was announced by the government as a way of encouraging more people to save. It is an odd beast, with a 25% government bonus on all savings put in before age 50, and a £4 ...


Get independent advice on your pension - Wetherby, Leeds, Yorkshire IFA

Concerns over "lifestyled" pension funds

Friday, 9 September 2016

What's the story? Which?, the consumer group, said that millions of pension savers could be left with thousands of pounds less in retirement because their money is invested in a “lifestyle” fund. ...


Independent mortgage advice, Wetherby, Leeds, Yorkshire IFAIFA

First time buyer mortgages

Monday, 29 August 2016

The BBC recently ran an article reporting on estimates by Shelter, the housing charity. Shelter believes that first time buyers in London will need a salary of £106,000 by 2020, to get on the housing ...


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