23 July 2024
How to prepare financially for a bereavement
Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees
20 July 2024
Paul Mullin: From the pitch to planning
Learn how Paul's sporting background shapes his approach to financial planning, helping clients secure their financial futures.
17 May 2024
Are you making the most of your personal savings tax allowances?
Mike Hawthorn, Chartered Financial Planner, explains how savers should be making the most of their savings tax allowances.
10 April 2024
Giselle Clayton on why financial planning is more than just financial advice
Giselle Clayton IFA explains how a financial plan weaves together the threads of your financial life against the backdrop of your life goals.
9 February 2024
Jen Lancaster: From city trading floors to the Ribble Valley
Combining years of experience with a friendly personality, Jen offers a blend of financial knowledge and genuine care to her clients.
6 December 2023
Giselle Clayton: Providing peace of mind and practical financial solutions
An Amber River IFA with an overriding aim to give her clients a plan they believe in, one they will stick to, and one that gets them to where they need to be
16 June 2023
Moonlight & Memories Walk
Amy Bamber and Sue Butler from our Adviser Support team donned their walking shoes in June and completed the eight mile ‘Moonlight & Memories’ walk for St Catherine’s Hospice, raising £455. The walk is 8 miles long, takes place at night and is designed to raise money for the hospice as well as allow participants the opportunity to remember loved ones they may have lost through illness.
1 May 2023
Easter Jacobs Join & Raffle
Every Easter we hold a Jacobs Join, raffle and quiz. For those of you who haven’t heard of a Jacob’s Join, it is a meal where everyone brings a dish and shares it with each other. This annual tradition was again enjoyed by all the team, with a huge spread including pizzas, sausage rolls and lots of cake!
18 February 2022
Mark O’Neill: Painting pictures of a prosperous retirement
Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients
18 February 2022
Five tips for later life planning
Later-life financial planning expert, Mark O'Neill, gives his top five tips to help you plan and prepare for later life
3 February 2022
Retirement planning is about more than just a pension
Expert insights from Andrew Sutherland: When it comes to retirement planning, your pension is likely to be just one part of the puzzle.
31 January 2022
Andrew Sutherland: The rapid responder with a patient approach
“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"
8 November 2021
A pension’s a good start – but what else makes a sound retirement plan?
Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.