Author Archive

Written by Sean O'Shea | Senior Consultant

Financial Spring Clean

24/04/2020 | No comments

We’re sure many of you are taking the opportunity to do a bit of spring cleaning or sprucing up the garden. The same should apply to your financial planning as now is a good time to get everything in order. Here are a few  suggestions: Take the opportunity to go through old statements and... Read more

Written by Sean O'Shea | Senior Consultant

A Good Time to ‘Bed and ISA’?

17/04/2020 | No comments

As we’re sure you’re aware, the equity markets have fallen quite considerably due to Coronavirus, and you will hopefully have seen from our recent blog that our Wealth Management Service portfolios have performed comparatively very well by limiting the losses through our investment management process. We would normally be talking to our clients about... Read more

Written by Sean O'Shea | Senior Consultant

HMRC Repays £535m

01/11/2019 | 1 comment

Due to over taxation since pension freedoms... Read more

Written by Sean O'Shea | Senior Consultant

World Cup Competition

28/06/2018 | No comments

The greatest sporting event of the year is about to get... Read more

Written by Sean O'Shea | Senior Consultant

The Ultimate Tax Exemption

12/06/2018 | No comments

Whitney Bridge is one of only eight privately owned toll  bridges in the... Read more

Written by Sean O'Shea | Senior Consultant

BA Pension Scheme

25/04/2018 | No comments

As a Roman Legionary, you were given three... Read more

Written by Sean O'Shea | Senior Consultant

Beware Pension Crooks

21/09/2017 | No comments

Pension rules now provide more flexibility but also make it easier for you to be 'scammed' if you're not... Read more

It would be wrong to suggest that we have a typical... Read more

Written by Sean O'Shea | Senior Consultant

How Safe Is Your Money ?

03/07/2017 | No comments

The importance of... Read more

Written by Sean O'Shea | Senior Consultant

30 Years Of Tax Saving

06/04/2017 | No comments

In 1986, the then Chancellor, Nigel Lawson, introduced an incentive to encourage the public to save in... Read more

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