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
May 1, 2020 The safe way to draw income during difficult times In times of market volatility, how you draw an income from your portfolio can make a difference to...
May 1, 2020 Portfolio update – April recovery April has been a month of recovery for the portfolios. A lift of around 10% in the global markets...
May 1, 2020 Good news - portfolio charges have been reduced The portfolios fund charges have been reduced by up to 5.1% on the standard portfolios and by up to...
April 28, 2020 Pensions can be your pandemic lifeline for over 55s For many people aged over 55, pensions are becoming an unexpected lifeline during the Covid-19...
April 17, 2020 Portfolio update - crash and bounce The first two weeks of April have seen the markets finding a bottom and bouncing back as investors...
April 16, 2020 ‘Vox populi’ and the wisdom of crowds Some of you reading this short note are either living in Devon or have previously travelled down to...
April 2, 2020 How have the portfolios behaved in the CV19 crash The last three months have certainly seen some panic in the financial markets. We have constructed...
