Team Spotlight: David Martin, Financial Planner July 15, 2022 We have questions needing answers, so we headed with notepad and pen to quiz David in our Exeter... Read more
Why retirement grief is a thing… and how to avoid it March 25, 2022 Getting your finances in order is a crucial step in securing a good retirement, but it’s just as... Read more
Key points from the 2022 Spring Statement March 23, 2022 As news broke that UK inflation had reached a new high of 6.2%, Chancellor Rishi Sunak’s Spring... Read more
February 4, 2021 A match made in Devon? Why you should retire there. A good deal of the time we spend with clients is devoted to addressing key questions about...
January 12, 2021 Realistic resolutions – your 2021 financial checklist It’s around this time that new year’s resolutions begin to sputter out and fall by the wayside,...
July 29, 2020 Portfolio update – thank you, geniuses! The markets have been a lot calmer over the past few weeks; your portfolios have gained slightly...
July 29, 2020 Plymouth is a top staycation destination How wonderful to see Plymouth achieving recognition as the fourth best coastal staycation...
June 24, 2020 Portfolio update – back in black, well nearly! Here we are three months after the panic that hit the markets and hence the portfolios. For most of...
June 24, 2020 Negative interest rates - will you be charged for saving? The Bank of England Governor recently admitted that they are looking at negative interest rates as...
May 19, 2020 Sitting out a drop in the markets For many of our clients, the purpose of accumulating wealth in a portfolio is to provide an income...
May 19, 2020 Portfolio update - the engines are starting to chug! The markets around the world have recovered strongly from the low point in early April. The global...
