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Category Archives: News

Pleased to be sponsoring Northern Ireland Children's Hospice

News

We have just handed over a cheque to Jason Hughes who is completing a series of tough challenges on his trike to raise money for NI Children’s Hospice. I got to know Jason through a local Crossfit gym and we bonded because we have both been recovering from serious road traffic accidents (Jason’s road to […]

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Pleased to be sponsoring Northern Ireland Children’s Hospice

News

We have just handed over a cheque to Jason Hughes who is completing a series of tough challenges on his trike to raise money for NI Children’s Hospice. I got to know Jason through a local Crossfit gym and we bonded because we have both been recovering from serious road traffic accidents (Jason’s road to […]

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We are now an Accredited Financial Planning Firm :-) IFP

Financial Planning, News

I am delighted to announce that our firm has been approved by The Institute of Financial Planning (IFP) as an Accredited Financial Planning FirmTM. IFP is the professional body for Financial Planners in the UK. It awards this title only to firms which it has assessed as demonstrating the highest professional standards of Financial Planning […]

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Junior ISAs and saving for children – investment advice in Coleraine, Portstewart, Portrush and Ballymoney JISA

Investments, Junior ISAs, News

Today the government launches the Junior ISA or JISA, the replacement for the Child Trust Fund (athough existing Child Trust Funds will not be affected).  These are designed to allow parents to save for their children although unlike the CTF the government won’t be making a starting contribution.  The current limit for investing in any […]

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What on earth is going on?

Market Commentary, News

What’s going on in the UK? For about forty years we have been living well beyond our means and the chickens are coming home to roost. On the 29th November we’ll hear from the government about their revised cuts plan.  They’ll tell us that they’ve fallen behind and can’t meet the original 2015 target.  Let’s […]

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How is financial advice paid for?

News

Have you ever wondered how advisers get paid, whether that’s your independent financial adviser or tied bank adviser? How do consumers pay for advice? It’s never free! Some of you might well have heard the phrase “The Retail Distribution Review” in the media over the past months.  This is being introduced at the end of […]

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We contribute regularly to a number of key publications throughout the UK and Ireland.

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