Monthly Archives: October 2020

Smaller businesses less likely to make staff redundant

Graham Purvis

Our latest research has found that over the coming 12 months less smaller businesses – those with a turnover of under £250K – are expecting to make staff redundant compared to those with a higher turnover of over £1M.   The research, which was carried out across the UK in […]

Advice for young families saving for their future

Danielle Knowles

Today to support Financial Planning Week are some top tips from our paraplanner Danielle Knowles for young families saving for their future whilst looking after their loved ones…   I am Danielle, a 37-year-old mum of two to Charlie 5 and Daisy 3.   Working in financial services makes you […]

Financial Planning in your Thirties

Emma Purvis

This week is Financial Planning Week and to support this we have asked our staff to give us their own thoughts on their own financial planning priorities, in hope that this might give others some inspiration and ideas when it comes to planning for themselves.   Here’s a great read […]

Paying your 2019-20 tax bill in January 2021– start thinking now

tax return

You will be aware that HMRC allowed Self Assessment taxpayers struggling to pay their 2019-20 tax bill due to coronavirus (usually due by 31st July 2020) to opt to settle the majority of this on 31st January 2021 instead. For people with cashflow issues this will have been a welcome […]

Generation Z – Financial Planning Priorities

Megan Dimmick

Continuing with our series of blog posts from members of our team on what’s important to them when planning their financial future, here’s some thoughts from Megan Dimmick, wealth administrator…   As a recently turned 21-year-old and a generation Z, financial planning would usually be the last thing on my […]

Financial Planning Week 2020

Neil Cowie

This week we are supporting the CISI Financial Planning Week and will be giving free advice on family budgeting, financial planning and how you can begin. Don’t miss the opportunity to book a free 1-hour online chat with one of our qualified financial planners. You can email me, Neil Cowie […]