Chartered status brings with it serious obligations. We are required to ensure the advice, service and ongoing support we provide to our clients is:
• of the highest quality
• based on the client's researched needs
• provided by someone operating within their level of competency
• Undertaken subject to a strict code of ethics
Genuine professionalism has never been so valued, or so necessary. The Chartered titles awarded by the Chartered Insurance Institute (CII) remain today's ‘gold standard’ of excellence and integrity.
How will your spending habits change in retirement?
It will come as a surprise to nobody that retirement is one of the biggest lifestyle changes you’ll ever experience. But as your priorities shift and the free time available to you increases, what you might not be as aware of is the way in whi... [more]
Negative interest rates and how they might affect your finances
With the Bank of England cutting UK interest rates this month for the first time since 2009 to just 0.25%, it looks more likely than ever that Britain could experience negative interest rates. The idea of negative interest rates has moved from t... [more]