A client had for many years relied on the interest generated from money held on deposit, but in the current climate of ultra low interest rates was eating into capital at an ever increasing rate which was not sustainable long term. The first action point was to move the monies into better paying ac... [read more]
We were referred to a long standing client's son, who needed to start saving for retirement but was unsure where to begin. He worked as a self employed professional with regular income. We established a personal pension with a mainstream provider matching the terms of a stakeholder contract, m... [read more]
