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Have you met Kerry Holmes?

by | December 1, 2020 | Have you met? (Q&A) | 0 Comments

In this edition we spoke with Divisional Director and Independent Financial Planner, Kerry Holmes. We discussed a range of topics, including common financial mistakes, her charity work, and her passions.

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Announcement: Acquisition of Andrew Dickson Ltd

by | October 9, 2020 | Company news | 0 Comments

We are happy to announce that we have acquired the business and assets of fellow Chartered Financial Planners, Andrew Dickson limited.

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Have you met Neil Clarke?

by | September 15, 2020 | Have you met? (Q&A) | 0 Comments

In this edition, we spoke with Director and Independent Financial Planner, Neil Clarke. We discussed an array of topics, which included his time with Lucas Fettes Financial Planning.

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Have you met Beverley Lee?

by | April 2, 2020 | Have you met? (Q&A) | 0 Comments

We spoke with Beverley Lee, from our Norwich office, about an array of topics, ranging from her time with Lucas Fettes Financial Planning to an unlikely movie depiction of her life.

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Responding to the coronavirus (COVID-19)

by | March 20, 2020 | Company news | 0 Comments

As the government escalates their response to the coronavirus (COVID-19) pandemic, we have actioned our continuity plan and provided useful information.

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Blog

What is cash flow planning and how can it help you?

by | December 21, 2020 | Blogs | 0 Comments

Cash flow planning is key to understanding what you can achieve with your wealth and forms the basis of your financial plan.

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10 common financial planning mistakes

by | August 11, 2020 | Blogs | 0 Comments

Regardless of age or your current financial position, a well-prepared financial plan can help you achieve your life goals and put you on the path to financial independence.

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When should you review your financial plan?

by | August 4, 2020 | Blogs | 0 Comments

Simply having a financial plan in place is not enough, as your circumstances and priorities will change during your lifetime – your financial plan must be reviewed regularly.

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5 considerations when developing your financial plan

by | August 4, 2020 | Blogs | 0 Comments

A strong financial plan can provide structure for the future. However, there are several considerations that you must take into account during this process.

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Getting started with financial planning

by | July 23, 2020 | Blogs | 0 Comments

The creation of a financial plan is often an ideal start, as it will provide you with an understanding of your wealth and financial circumstances. As things change, so should your plan.

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Fact Sheets

Fact Sheet: Inheritance Tax

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In this edition of our fact sheets we are focusing on some of the main elements of Inheritance Tax. Inheritance Tax is usually paid on an estate when somebody dies. it is also sometimes payable on trusts or gifts made during someone's lifetime. Most estates don't have...

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Fact sheet: Lifetime ISA (LISA)

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The lifetime ISA – also known as LISA – is a type of ISA designed to help people aged between 18 and 39 save for their first home, or retirement.   How do they work?   A LISA lets you save up to £4,000 per year. At the end of the tax year the Government will...

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Useful guides

Cash flow planning: a brief guide

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Cash flow planning and forecasting is key to understanding what you can achieve with your assets. It enables you to predict your future cash needs using a number of realistic assumptions to see if you are likely to run out of money and if so when. A comprehensive...

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Reports

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What our clients have to say

 

‘I know you have done your best. You have kept in touch and your conversations have always left us feeling that you care.’

Financial Planner: Kerry Holmes

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‘During this time [Coronavirus Pandemic], I have required support with my portfolio and needed questions answering. This has been fulfilled to my total satisfaction and reassurance’

Financial Planner: Liz Burrows

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Financial Planner: Sarah Maguire

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‘[I have] no concerns because I know I can always contact my financial adviser either using email or the telephone. Very happy with the service received to date.’

Financial Planner: Liz Burrows

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‘Kevin has been my financial advisor for a number of years and with his years of experience in the financial world he gives extremely sound and completely independent advice. I could not recommend Kevin more highly as a person to trust in the complicated world of finance.’

Financial Planner: Kevin Froggatt

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‘You have been invaluable, giving me peace of mind concerning my financial affairs for many years.’

Financial Planner: Graham Moore

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‘Thanks for your help and the great service.’

Financial Planner: Nathan Munt

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‘I am extremely grateful for your understanding and patient approach to dealing with this for me. Thanks Nathan.’

Financial Planner: Nathan Munt

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*Part of a client referral

Financial Planner: Beverly Lee and Neil Clarke

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‘I am delighted that Liz was recommended to me. She is super knowledgeable, incredible trustworthy, makes the world of pensions easier to navigate and to top it all off she is just a really great person.’

Financial Planner: Liz Burrows

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‘My adviser made me feel he had my best interests at heart and I believe he organised the best retirement package for my needs.’

Financial Planner: Graham Moore

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‘I am very happy with the professional and friendly service I recieved from Angela Carpenter of your Chichester office.’

Financial Planner: Angela Carpenter

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‘We are delighted with the friendly, personal and easy-to-understand advice we receive from Kevin. He always responds quickly to any queries and is very flexible in his approach. Finally feel like we are in control of our finances.‘

Financial Planner: Kevin Froggatt

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