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News
See below news articles that we feel may be of interest to you.
Financial Focus - Spring 2021
03 August 2021
The Spring edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: What can we learn from the Covid-19 pandemic? Spring Budget 2021 - the bridging Budget State Pension rise still locked What is £1 million really worth? To view and download your free copy of Financial Focus, click here. (Read More)
Latest top rated Advisers guide - We've made it again!
07 April 2021
We’ve made it again….. We are delighted to share some exciting news with you. Once again, both Stephen Sumner and Steve Cattle have met the qualification criteria and received national recognition based on positive client reviews and their names are set to appear in the 2021 Guide To The UK’s Top Rated Financial Advisers which is to be distributed with The Times on Saturday 10th April. Scoring is based on 3 areas: Quality of Advice, Quality of Service and Value for Money. From a combined total of 227 reviews the overall rating for both Stephen and Steve is 4.9 out of 5. We are all very proud of them and our team for helping them to achieve these scores, and of course we are very thankful to so many of our clients for taking the time to leave a revi... (Read More)