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A Message regarding the Russian Conflict

In the wake of the Coronavirus pandemic, the world is once again watching with concern as Russia steps up its aggression in the Ukraine and we felt you may appreciate our early observations. The invasion has catalysed a broad fall in equity markets and investor sentiment, whilst markets are already beginning to price in the [...]

2022-06-21T11:02:02+01:00June 21st, 2022|Latest News|

A Message regarding the Coronavirus (COVID-19)

In line with Government advice for Covid19 precautionary measures, to ensure the safety of our clients, staff and their families, we will be conducting meetings using technology & email/telephone communications whilst we work from home until further notice. All calls to the Preston office are currently redirected to my personal mobile, as we appreciate communication [...]

2022-06-22T09:04:02+01:00March 17th, 2020|Latest News|

Marshmallows and financial planning

Welcome to our October newsletter of 2019. October is the month when Christopher Columbus discovered Cuba in 1492. It’s also the month when the first hot air balloon took flight in Annonay, France, back in 1783, marking the first ever recorded feat of aviation. Forward to today, and headlines are reporting a global climate [...]

2019-11-04T14:13:32+00:00October 4th, 2019|Latest News|

What is the open banking revolution?

Welcome to our July newsletter 2019. July kicked off with a heatwave that brought plenty of sunshine and a well deserved break from the previous month’s rain. That’s the good news: in other news, the UK is bracing for a new Prime Minister to step into Number 10. Whether the Conservative membership chooses Boris [...]

2019-11-04T14:12:50+00:00July 4th, 2019|Latest News|

6 bad habits to avoid during retirement

Welcome to our May newsletter, With Spring in full swing, let’s enjoy some fun facts about May before heading into the monthly news: the month launches with May Day, celebrated in England for over 2,000 years and traditionally involving morris dancing, crowning a May Queen and dancing around a maypole. In 1545, a 100 [...]

2019-07-09T14:11:56+01:00May 1st, 2019|Latest News|

Is it time to cut out the jargon from pensions?

Welcome to our April Newsletter. Easter is upon us! To celebrate, here are not one but two fun facts about the holiday. First, the art of painting eggs originates from Ukraine and is called pysanka. Second, the tallest chocolate Easter egg ever was made in Italy in 2011; at 34 feet tall and weighing [...]

2019-07-09T14:05:41+01:00April 1st, 2019|Latest News|

Love yourself, love your finances

Welcome to our February newsletter. Following on from last month’s introduction, if you’re still persevering with a New Year’s resolution, an extra special congratulations to you. And if you’re one of the many people trying vegan, you may be interested to know that one of the old English names for February is kale-Monath (cabbage [...]

2019-07-09T13:58:51+01:00February 1st, 2019|Latest News|