Financial Services FAQs

What do you advise on?

We give independent advice on investments, pensions, savings and various protection plans ie,… Read more

What does independent mean?

We are not tied to any particular product provider. Therefore we can offer products from any… Read more

How much do you charge?

We will charge a percentage of the amount invested, or an hourly fee. Your options will be… Read more

Where can I see you?

We are based at the Preston office. However we can arrange to see you at any of our other… Read more

Will my products be reviewed regularly?

We will review your products as regularly as you wish. The frequency will be agreed at our… Read more

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Financial Services

22 Nov 2016

NEWS AND ARTICLES

Capital Gains Tax now raises more revenue than Inheritance Tax

HMRC has recently published figures that show that in 2014/15 £6.9 billion of Capital Gains Tax (CGT) was paid…

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