We are offering our support to local businesses and individuals struggling with issues arising from the Covid-19 pandemic. Dronfield residents are invited to use us as sounding boards if they have financial concerns resulting from a loss of income or change in circumstances. Our partners will hold telephone or video Read More >>
To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly In this final article, we address step five and Read More >>
To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly In this article, we explain how we develop a Read More >>
To help you make sensible decisions about your future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly Once we have established your goals and gathered your Read More >>
To help you make sensible decisions about the future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly This article looks closely at step two – accurate Read More >>
To help you make sensible decisions about your future, we’ve broken down the financial planning process into five stages. They are: Establishing your goals Gathering data Evaluating your current position Developing and implementing a plan Monitoring and reviewing that plan regularly My colleagues and I will now discuss each step Read More >>
According to one of the UK’s leading protection companies, 91% of small and medium-sized businesses have four owners or less and 95% have fewer than ten employees. This puts these businesses at a much higher risk of failure, in the event one of their key employees becomes seriously ill or Read More >>
When you ask someone for investment advice, you need to know where your money will be placed. It should raise a red flag if they can’t explain their approach concisely and confidently. In my formative years, I witnessed pre-RDR (Retail Distribution Review) advice relying on ‘with profit’ or ‘balanced managed’ Read More >>
One-year performance doesn’t form the basis of our decision-making – we adopt a buy and hold strategy. However, we know it is important to see how your investments are performing, so here’s a quick overview to what happened in 2019. The headline news: It was a good year for nearly Read More >>
We are extending our support team with the addition of administration apprentice, Melissa Taylor (19). Melissa will be helping us meet increasing administrative demand and retain the service levels expected by our clients. Chesterfield College student, Melissa, is providing administrative support to our partners and practice manager, including greeting clients, Read More >>
