Resources
New Tax Year – What’s Changed?
April 1, 2022 - 4 minutes read
The new tax year is just a few days away. Here, Craig Watts of Redstone Accountancy Services provides an overview of what's changed, looking at National Insurance & dividend tax in particular.
Inspiring our Profession
March 21, 2022 - 2 minutes read
A recent conference was the perfect platform for CEO Dominic Baldwin to talk on a subject he is immensely passionate about: the need for financial planners to illuminate their clients' most important values and their ideal lifestyle vision BEFORE making important financial decisions.
Russia/Ukraine – What is the Impact on Investors?
March 14, 2022 - 3 minutes read
The Russia/Ukraine crisis along with Covid and rising inflation means it's an uncertain time for investors. In this article, we look at the potential impacts & explain why patience is key.
Goals vs strategy – what’s the difference?
February 28, 2022 - 2 minutes read
How does a goal differ from a strategy? More often than not, there are financial considerations when making those targeted steps toward your life goal.
CLIENT STORY: Found Financial Freedom
January 18, 2022 - 3 minutes read
With the help of Xentum, Ian Davenport re-evaluated his goals during the pandemic and went from Manager to Artist. Learn how he eased himself out of the work world into that of an art student.
Your New Year Goal: Make Your Finances Work For You Now
January 6, 2022 - 3 minutes read
For many, the past two years have scuppered our plans. The pandemic has made us realise what we have missed and what we still want…
We’re hiring: Could you be our next Client Support Administrator?
December 15, 2021 - 1 minute read
We're hiring! Could you be our next Client Support Administrator?
Not Your Usual Bucket List
December 7, 2021 - 5 minutes read
A new year is an opportunity to review not only your life goals but also your financial ones. Here we look at how to organise your wealth & finances around your lifestyle priorities - for the long-term - so you can make 2022 your best year yet.
Do you NEED a pension?
November 16, 2021 - 5 minutes read
How will you fund your lifestyle when you're not working? Here, Financial Planner Jonny Lord looks at the pros and cons of investing in a pension.