Categories for IFAs

‘A BANK IS A PLACE THAT WILL LEND YOU MONEY IF YOU CAN PROVE THAT YOU DON’T NEED IT.' Bob Hope

How to avoid investment scams

Although the ban on pensions cold-calling came into effect last month on January the 9th, fraudsters are changing tactics to... > View Article

February 7, 2019 1:21 pm Published by Melanie Dolphin

New Year, New You – Because Retirement Should Be Enjoyable

Looking ahead to 2019, a New Year is always a good time to take a step back and have a... > View Article

January 1, 2019 2:41 pm Published by Melanie Dolphin

Busting some myths about income protection

For most people their worst fear about not working – whether that’s due to illness or accident – is the... > View Article

November 29, 2018 4:19 pm Published by Melanie Dolphin

The Association of Member-Directed Pension Schemes

Claire Trott has been appointed as the first female chairman of Amps. The Association of Member-Directed Pension Schemes (Amps), is the... > View Article

November 28, 2018 4:33 pm Published by Melanie Dolphin

Controlling Emotion in Volatile Markets

Unfortunately, volatility has returned global equities with significant falls in October through to today. Sharp jolts like these can be... > View Article

November 23, 2018 2:48 pm Published by Melanie Dolphin

Climate Emergency and Ethical Investing

Bristol is leading the way for the rest of the UK by declaring a climate emergency and pledging to become... > View Article

November 20, 2018 3:26 pm Published by Melanie Dolphin

What Is Shareholder Protection?

We’re willing to insure against many eventualities. The likes of life cover, critical illness cover, and medical insurance are commonplace.... > View Article

November 13, 2018 3:04 pm Published by Melanie Dolphin

Budget Rumours

Budget rumours are just that, rumours. But there are some ideas that are highly likely to be featured in the... > View Article

October 22, 2018 4:52 pm Published by Melanie Dolphin

Relevant life cover: a cost-effective option for business owners

Relevant life cover: a cost-effective option for business owners. Taking out life insurance is often a consideration made only when... > View Article

October 22, 2018 11:30 am Published by Melanie Dolphin

Banking crisis ten years on – a look back to 2007

We still hear talk about austerity, and the Conservatives frequently comment on how the Labour government under Gordon Brown ‘bankrupted’... > View Article

August 28, 2017 9:00 am Published by Melanie Dolphin

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