November 24, 2017

Autumn Budget 2017

In the year of the double budget we expected big announcements from the Chancellor’s speech on Wednesday. After the recent predictions it’s fair to say that […]
November 24, 2017

Two new Advisers join our Cornwall team

Independent Financial Advisers Manning and Company welcome two new advisers to their Newquay office. Donna Hansen and James Savage recently joined Chartered Financial Planner of the […]
November 15, 2017

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 an […]
October 9, 2017

Save energy, save money, it all adds up!

As the autumn approaches here are our pointers on how to save money on your energy bills. Switch energy supplier Have you changed supplier in the […]
July 24, 2017

The Residence Nil Rate Band

What is the residence nil rate band? Our adviser Lisa Julian talks us through the changes that are taking place with Inheritance Tax. The Residence Nil Rate […]
June 23, 2017

We’re proud to give advice to forces personnel

We are backing a new initiative from the Personal Finance Society called the Forces MoneyPlan. The programme, being run in conjunction with On Course Foundation, has been […]
June 16, 2017

Our behaviour towards money

You might never have heard about Mental Accounting, but trust me, you have experienced it. You just haven’t realised it yet.  Mike LeGassick explores the way […]
May 19, 2017

Will your family be financially secure should the worst happen to you?

Benjamin Franklin said, “But in this world, nothing can be said to be certain, except death and taxes.” Our adviser Mike LeGassick discusses the importance of […]

For professional, independent financial advice, get in touch by calling 01752 837950

Cornwall Office

  • 5 Stret Constantine Tregunnel Hill
    Newquay
    TR7 1GH

Devon Office

  • Delamore Park Cornwood
    Devon
    PL21 9QP

Yelverton Office

  • 5 Moorland Villas Yelverton
    Devon
    PL20 6DT

Scotland Office

  • 9 Newton Place Budshead Road
    Glasgow
    G3 7PR

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