Find our summary of the budget Here
What is going on in investment markets? Our latest quarterly investment outlook is available.
We have seen a lot of advertising on social media over recent weeks encouraging people to transfer out of their workplace pension. Some of the so called guidance has been ill informed at best, so we would remind you that not all financial advisers operate in the same ethical manner that Chartered Financial Planners are committed to. If you, or a friend, are considering such a major decision as transferring your workplace pension, then play safe – choose a firm of Chartered Financial Planners.
Click here for more information on Chartered status.
Feeling undervalued in your current role? Is it time for a new job where you can really shine? Is 2018 going to be your year? Well we could have just the opportunity for you.
We are currently looking for enthusiastic & driven individuals to join our happy, successful & talented team. We currently have 2 roles available, as follows:
Click on the links above & if either role has ‘you’ written all over it, then get in touch and show us.
We are looking for an experienced paraplanner to join our team. See attached Paraplanner Ad Sep 17 for full details.
Please note that due to the high number of client referrals we have been getting that Douglas is now unable to take on any new clients until the end of September.
Gary does have availability in his diary before then for any enquiries that are not related to Defined Benefit pensions.
We are very grateful to have such loyal clients that refer us on to so many of their friends and family. However, to ensure we can meet demand, please let your friends or colleagues know about this waiting period to see Douglas if they are planning on contacting us for advice regarding their Defined Benefit pension.