Category: personal finance

We have a new office!

We have opened a new office in Yelverton! The new office is at Moorland Villas, Yelverton, Devon, PL20 6DT We are making the new office…

Don’t Panic! The Black Monday storm is clearing

by Paul Northmore, Managing Director This week has been a rollercoaster of a ride for the markets with Monday 24th August being named ‘Black Monday’….

Eight tips to help you get a mortgage

by Lisa Burton, Independent Financial Adviser A year on from the Mortgage Market Review and the landscape for mortgages has evidently changed. Our suggestions for…

Mortgage interest rate cycle – will the cost of borrowing ever be this low again?

Independent Financial Adviser Patrick Goddard gives his view on the current market. Economic fundamentals (i.e. the strength of the general economy and the jobs market…

Why pensions are like ice cream

Mike LeGassick, Independent Financial Adviser with Manning and Company, explains why the blended approach to retirement income planning could be the best choice. If you…

New pension rules: don’t forget about tax

by Paul Northmore, Managing Director The new pension rules announced last year come into effect on 6th April 2015 – “Freedom Day”.   From that date,…

Should you cash-in your final salary pension?

By Patrick Goddard, Independent Financial Adviser If you have a final salary pension scheme, many people may be rather envious!  These schemes, which usually pay…

How Julie saved £144,000

by Mike LeGassick, Independent Financial Adviser with Manning and Company Julie* from Plymouth worked hard as a social care worker.  She also planned for the…