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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 ...


Get independent mortgage advice across Wetherby, Leeds  - Wendy Cochran IFA

Bank of mum and dad in demand

Sunday, 31 July 2016

News update: The bank of mum and dad, or other relatives, is coming under increased pressure to lend! The government's housing survey shows that last year 27% of first time buyers relied on friends o ...


Final salary pensions- IFA transfer advice, Wetherby, Leeds and beyond.

Final salary transfer values to rise sharply post referendum

Saturday, 16 July 2016

If you are a member of a final salary pension scheme then you have a valuable, guaranteed, inflation linked pension income for life, and should almost certainly stick with it. However, some clients wi ...


Wetherby IFA - investment portfolio advice

Property funds cut their unit prices

Sunday, 3 July 2016

Property funds are a valuable part of an investment portfolio. They invest directly in office, commercial and retail buildings and benefit from the rental income and capital growth those buildings pro ...


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