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Make sure you have a will - independent financial advice, Wetherby, Leeds IFA

Even rockstars need a will

Wednesday, 4 May 2016

Now I can't claim to have listened to much of Prince's more recent output, and I understand it all got a bit experimental, but the old stuff was great and more my era. However, I was pretty surprised ...


FTSE Total Return vs Price

The total return on your investments

Wednesday, 27 April 2016

This is a chart that I thought was worth sharing. It can be depressing when you hear on the news that the level of the FTSE All Share stockmarket index is not much different than it was five years ag ...


Independent pension advice, Wetherby, Leeds IFA

Young women risking pension poverty

Saturday, 23 April 2016

We were concerned to read a report by the Fawcett Society, which campaigns for equality, which said that many young women are relying on their partner for financial security in retirement as they focu ...


Investment advice, Wetherby, Leeds IFA

Flexible ISA allowances introduced

Saturday, 16 April 2016

Great news – from April 2016 individual savings accounts (ISAs) have got a lot more flexible. The annual allowance for each person remains at £15,240, and as before this can be split between a cas ...


Independent financial advice, Wetherby, Leeds IFA

Tax avoidance schemes to be avoided

Sunday, 27 March 2016

Tax avoidance schemes can sound very attractive. They are generally sold as being low risk, “legal” and highly lucrative. However, the government has transformed its approach to these in recent ye ...


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