Founder Kevin Forbes gives his predictions for 2020 in Capital Magazine
December 4, 2019
The new residence nil-rate band comes into force this week and yet, according to research commissioned by Old Mutual Wealth, the great majority of peo...
New IHT exemption for your house comes into force this week
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The Importance of a Financial Education
December 9, 2019
Shortlisted for Investment Adviser
of the year!
19 Jun 2015
We've had some great news this week when we received notification that we have been shortlisted for the award of Investment Adviser of the year at the Investment Life & Pensions Moneyfacts Awards 2015.
Moneyfacts Group’s highly coveted awards are totally independent and are only presented after a rigorous process of research by the experienced adjudicators. To gain recognition and be shortlisted is something of which we are very proud.
The winners will be announced at a dinner on the 15th of September at the Lancaster London Hotel where we'll be dusting off our DJs and keeping our fingers crossed !