Are you making the most of your savings tax allowances?

Mike Hawthorn, Chartered Financial Planner, explains how savers should be making the most of their savings tax allowances.

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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.

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Jen Lancaster

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.

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Giselle Clayton

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

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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.

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True Bearing Group Photo

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!

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Mark O'Neill IFA

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

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Fun

Top 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

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Andrew Sutherland

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.

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Blood biker

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"

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