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)

Financial Focus - Spring 2021

29 March 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)

Financial Focus - Winter 2020

20 January 2021

The Winter edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: The importance of diversification - the pandemic has highlighted the value of holding a well-diversified portfolio of investments. Preparing for your year end tax planning The pandemic retirement conundrum - has Covid-19 disrupted your retirement plans? Scams on the rise - fraudsters preying on people's financial and health fears have been responsible for a sharp increase in scams during the Covid-19 crisis. To view and download your free copy of Financial Focus, click here. (Read More)

Financial Focus - Autumn 2020

21 September 2020

The Autumn edition of our quarterly in-house newsletter, Financial Focus is now available to view and download. In this issue, find out more about: Looking at the next Budget - What can we expect in the second Budget of the year? Pandemic lessons A buy to let opportunity? Womens' state pension shortfall Student debt: to pay or not to pay? To view and download your free copy of Financial Focus, click here. (Read More)

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