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Discipline: Your Secret Weapon

Category: Uncategorized

Working with markets, understanding risk and return, diversifying and portfolio structure—we've heard the lessons of sound investing over and over. But so often the most important factor between success and failure is ourselves.

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Businesses and pension tax relief

Category: Uncategorized

It may not always be clear that the structure of a business can affect how employer pension contributions are tax relieved. But it’s important to understand these issues because employers are offered valuable tax incentives to encourage them to make pension contributions on behalf of their employees. Apart from the obvious benefit of helping employees build retirement funds, employer contributions should help to aid staff recruitment, retain staff and foster employee loyalty.

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Junior ISA’s – the latest news

Category: Uncategorized

The government has announced more details about the tax-free children’s savings account, known as the ‘Junior Individual Savings Account’ or ‘Junior ISA’. Read on to find out about the new features.

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A big gap in the market

Category: Uncategorized

I have been a financial adviser for over 14 years now. Over the course of that time, I have worked with many many clients and spoken to them about their money. I have come to realise that it actually isn't about their money at all. It's about them, their families, their work, their friends, their LIFE.

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