4th October 2013

Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual)

We are delighted to announce that Matthew Clark has been named as one of three finalists for the prestigious Personal Finance Society (PFS) Chartered Financial Planner of the Year Award 2013 (Individual).

1st October 2013

Investing for Income Questions and Answers Seminar

Investing for income? When 1.5% on the High Street is the norm, is there a better way? We are holding this topical seminar in conjunction with experts from leading investment institutions on Thursday 24 October from 5pm to 7pm at the Exeter Golf & Country Club. As the event is filling up fast, to secure your free place, please call Leah Thorne on 01392 875500 or email

30th September 2013

Good News for Pension Income

Pension savers who have opted to keep their funds invested instead of buying an annuity are benefiting from a rise in the income limit from October to its highest level for two years.

29th September 2013

Life Begins At Retirement

Improving the care given to the UK's most vulnerable older people will be given top priority by the Government next year, Health Secretary, Jeremy Hunt has pledged. 

19th September 2013

An Improving Outlook for Investors

As a keen runner, I enjoyed watching the impressive performances of our Olympic athletes, Mo Farah and Jonathan Brownlee last weekend, and I will be cheering Bradley Wiggins as the cycling Tour of Britain heads for Dartmoor on Friday.

5th September 2013

Careful Planning Boosts West Country Charities

As a firm believer in charity, I am very excited that this weekend the Devon Air Ambulance Trust will be celebrating its 21st birthday. Like many charities across the West Country, they do invaluable work for local people, fulfilling a vital life-saving role. A successful charity requires diligent trustees, who are increasingly dependent on professional advice to support their decisions which must be reviewed on an annual basis to ensure any investments are suited to the charity’s needs.

4th September 2013

Professional Women’s Working Lunch ‘Twitter and Tweeting’

We are delighted to host the second Professional Women’s Working Lunch on 11 September 2013 at our office. This time the group will look at how ‘Twitter and Tweeting’ can assist in developing a niche and using community conversations to become known as experts in a chosen field of expertise.

22nd August 2013

New Dawn as Workplace Pensions Take Centre Stage

For many years personal pensions have had a tarnished image in many people’s eyes as a result of poor investment performance, high charges and complicated rules despite extremely valuable tax savings. I am excited that we are now entering a new dawn for pensions, which should help employees focus on their long-term financial planning and reverse years of decline in retirement saving where less than half the UK workforce has a private pension and traditional final salary pensions are becoming the exception outside the public sector.

8th August 2013

Sensible Tax Planning to Reduce Your Tax Bill

The quiet Summer months are a good time to collate the information required for an annual tax return to avoid a last minute rush in January. Whilst the recent news that the private sector is growing at its fastest rate since 1998 is very welcome, government finances will remain stretched for years to come. As well as the programme of austerity with cuts in welfare spending, the government has given HMRC an additional £1b so it has the teeth to pursue tax evaders more effectively.

25th July 2013

Financial Security in Retirement

I was struck by the clear message that catering for an ageing population will be one of the defining economic and political challenges of the next 50 years in the recently published report by the Office for Budget Responsibility. The number of people aged over 65 is projected to rise by nearly 50% in the next 20 years and centenarians have quadrupled since 1981 according to official figures.