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

Professional Adviser Awards 2020

We’ve Made The Shortlist! Very pleased and proud to announce that we have been shortlisted for the Professional Adviser Awards... > View Article

December 3, 2019 10:35 am Published by Melanie Dolphin

What Is ESG Investing?

“Every time you spend money, you’re casting a vote for the kind of world you want” Anna Lappé There are... > View Article

November 4, 2019 9:56 am Published by Melanie Dolphin

Plan For The Best And Prepare For The Worst

Typically, insurance is recommended for low frequency but high impact situations. If your house burnt down, this would have a... > View Article

October 3, 2019 9:24 am Published by Melanie Dolphin

Harts-versary

Happy 5-Year Harts-versary Joy Wisniewski! On the 22nd September 2014 Joy Brady began work with Hartsfield Trustee Services as a... > View Article

September 22, 2019 12:01 pm Published by Melanie Dolphin

How often should I review my mortgage?

A mortgage is the most significant financial commitment we make. With this in mind, you may wish to seek financial... > View Article

September 2, 2019 12:36 pm Published by Melanie Dolphin

Do I need a financial adviser for my pension?

Everyone understands that pensions are essential when it comes to being able to live well in retirement. However, while the... > View Article

August 23, 2019 4:30 pm Published by Melanie Dolphin

What Is IR35?

If you cast your mind back to March this year, you may remember Lorraine Kelly is in the news for... > View Article

August 2, 2019 10:02 am Published by Melanie Dolphin

Second-home owner or landlord?

Significant changes to property tax are coming next year … There are widespread confusion and lack of awareness amongst second-home... > View Article

July 16, 2019 11:46 am Published by Melanie Dolphin

Goal Based Investment Portfolios

We’re delighted that our goal based investment portfolios have reached their three year anniversary. Goals-based investing is an approach which... > View Article

May 30, 2019 3:33 pm Published by Melanie Dolphin

Did You Know We Do Mortgages?

Typically your first thought may be to go to your high street bank or building society – but then you... > View Article

May 15, 2019 12:52 pm Published by Melanie Dolphin

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