The Lifetime ISA will be available for young adults from April 2017 as the Savings (Government Contributions) Bill receives Royal
Month: January 2017
Cash ISAs used to work quite well
A vast amount of savings needs to be reviewed to save losses from over
Watch Out – There’s a [new] Scam About
IMPORTANT
I had a call today asking about ‘my’ life policies – who are you? – I asked. ‘We are the Life Team. We review policies for the life companies – did is you buy yours from a bank? Whatever po’licies you did buy must be unsuitable for you now so it must be reviewed’
New Year’s Resolution – 2017 and beyond
Not so much a New Year Resolution as an affirmation of our business principles. Principles that, unlike the usual resolutions, will last an entire year and beyond.
1 A commitment to good client outcomes. Ensuring that clients benefit first, the firms interest taking second place
2 Clients have an opportunity to make a difference as well as make money.
3 Our fees are good value. Clients get what they pay for and their expectations are exceeded
4 We support women.
5 We stand up to the bullies.
A commitment to good client outcomes, unlike some other organisations who still work to targets meaning that the selfish adviser is rewarded, even when they can damage the firm’s reputation and disregard the best outcome for clients.
We match the clients principles and values, by taking time to understand them. Profit comes from sustainable business models.
All fees are agreed in advance.
We believe that, in a male dominated sector, women bring a different perspective.
We are brave enough to challenge the received wisdom.
Whilst being a small firm, we achieve better outcomes by tailoring our advice to the client’s needs and wants.
Simple!
Jan