Back in March, Financial Planner, and our Managing Director Marlene Outrim celebrated the launch of her latest book at an event which took place at The Ivy, Cardiff. We were joined by the whole team and a group of clients to celebrate the occasion – sc …
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson Having the right team in place to serve you, our valued clients, is of paramount importance to us. This month we get to know Kayleigh James: w …
Continuing with our tax theme, there have been some changes mooted on Capital Gains Tax (CGT) recently. The Institute for Public Policy Research (IPPR) issued a report in September, Just tax: Reforming the taxation of income from wealth and work. Part …
Markets have largely ignored the opening shots in the battle for the electorate’s votes. Of more concern to international investors is the state of the trade talks between China and the US. The belief remains that a deal of some sort will be reached, b …
It is becoming increasingly clear that someone in their twenties now might have to work until they are 70 before they are eligible for their state pension. And if this is the only income they can rely on, it will mean working longer than that. Very few …
An update on the markets from Brian Tora and our investment partners JM Finn. Memories of times past Shares have been in a rather subdued mood recently, though sterling and the more domestically focussed FTSE 250 Share Index were a little perkier initi …
We are delighted to welcome Ian Else to join Sally and Sandra in our Bristol office. Ian joins us as Senior Financial Planner and Director, from Bristol based financial planning firm Ovation Finance, where he spent five years. Ian recently realised it …
