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.
Are tax bills set to rise?
A recent report from the Institute for Fiscal Studies (IFS) suggests that the amount of tax paid in the UK is set to rise to levels not seen for thirty years. Plans by the Chancellor, Philip Hammond, to increase tax rates and reduce public spend... [more]
Which is best? Save or invest?
Whilst you might expect an increase in the cash and investment ISA limit to be welcomed, at least one dissenting voice has come from Steve Webb, former Pensions Minister and current policy director at Royal London. Webb has warned that the rise ... [more]