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Entries by Admin

Your financial resolutions for 2020

Have you resolved that 2020 is the year you get your financial situation organised? You may have been thinking about looking at your pension or starting a savings plan for your children? Perhaps 2020 is the year you buy a bigger house for your growing family, or downsize as they leave the nest? Maybe 2020 […]

Financial planning when going through a divorce

Divorce is stressful. We can at least help in taking part of that stress away for you. Sometimes our services are needed most when our clients are going through a stressful change in their lives. Recently Paula has been advising several clients who are going through the divorce process, working with them and their solicitor. […]

How much should I save in my pension?

This is a question that our clients always ask us when we are discussing their private pension arrangements. Putting money away every month or year to benefit us at some point in the future is a major decision to make, and can feel very unreal, when you are more concerned about covering your day to […]

Old Pensions and Coffee

Our client asked us to review a number of pension schemes from old employers, with one of the schemes run by a well-known Scottish insurer dating back to the 1980’s. As part of our review of any pension scheme we write for detailed information on the scheme, and we look at the charges on the […]

Acuity Financial and The Alrewas Show

We are pleased to announce that we are supporting the Alrewas Show this Saturday, 20th July. Get yourself down there and show your support. There are a wide variety of activities and shows on offer, and it is sure to be a great day for all.

We are now members of the Equity Release Council!

Equity Release is a subject that has become prominent in the news recently, as more and more people are looking to raise funds through their property. Equity Release is one way of doing this, and we are now proud to say that we are members of the Equity Release council! To become a member of […]

If it seems too good to be true it probably is!

A company which offered ISAs and bonds online, has gone bust owing £237 million to over 11,000 people.  These bonds and ISAs were advertised online on a comparison site and tempted investors by indicating a return of 8% per year. The serious Fraud Office are now investigating. An 8% return on a low risk investment […]

Office Move

We have now moved offices! Our new office address and telephone number is: Lombard House, Cross Keys, Lichfield, WS13 6DN 01543 410512 Please note, if you are visiting our offices, there is a small car park at the office for you to park in if there is space. If there are no spaces available, please […]

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