Three minutes with…

Posted on Dec.12, 2016 by in Latest News

…Carl Mountain, Consultant. Summarise what you do in one sentence: I provide financial planning advice to individuals. What does a typical work day look like for you? I spend the day seeing clients or speaking with them on the phone or email.  My role is to help them reach their individual financial planning aspirations and goals.  I also liaise with… more


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The Autumn Statement in brief

Posted on Dec.07, 2016 by in Latest News

The new Chancellor’s Autumn Statement was brief, and Philip Hammond made clear that this will be his last. He does not favour the idea of flagging up in advance changes which are likely to be formalised in the Spring Budget. Nevertheless, the Statement provided food for thought. Pensions Only one change was announced in relation to pensions, and this relates… more


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Generation FS

Generation FS