About Simon

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So far Simon has created 18 blog entries.

Wanted – a wonderful people person!

If you’re an outgoing and confident individual, with a talent for dealing with people, who would love to be part of a fun and client focused team within an established and growing financial advice firm based in Sevenoaks, then we would love to hear from you! [...]

2022-06-24T09:55:18+00:00June 24th, 2022|Careers|

Wanted – a great Financial Adviser!

If you’re an ambitious Financial Adviser, with a passion for delivering outstanding advice and client service, who would relish the chance of joining an established and growing financial advice firm based in Sevenoaks, then we would love to hear from you! We’re looking for a [...]

2022-06-23T15:18:46+00:00June 23rd, 2022|Careers|

Latest quarterly client magazines

Our latest quarterly client magazines are available to download now We're pleased to make our latest client magazines available to download. As usual, we have sought to address topical issues that are likely to be of interest to most readers. Essentially Wealth Magazine This quarter's [...]

2022-06-23T13:13:45+00:00June 9th, 2022|In the news|

Making sure your wealth goes to the ones you love

Do you know how much of your wealth will be inherited by the taxman, rather than your family? Our free webinar will explain how it’s possible to both ethically, and responsibly, reduce the impact of Inheritance Tax (IHT), while ensuring more of your wealth is passed to the people [...]

2022-06-10T09:54:22+00:00June 8th, 2022|In the news|

When is your Tax Freedom Day?

You may have seen last year at this time we wrote this blog about ‘tax freedom day’. This year, in the light of steeply rising energy prices, National Insurance increases, and tax changes not keeping up with inflation levels that we have not been seen for a generation – [...]

2022-05-30T14:19:31+00:00May 26th, 2022|In the news|

Latest monthly Economic Review available now

Our latest monthly client magazine is available to download now We're pleased to make our latest client magazine available to download. Economic Review of March This month's Economic Review magazine covers a variety of topics including: Bank rate raised again OBR downgrades growth forecast Unemployment [...]

2022-04-22T10:37:08+00:00April 22nd, 2022|In the news|

April Showers – what do they have to do with investing?

Met Office data shows that April is the month with the most rain showers on average1. It’s due to jet stream movement, pressure systems, and many other variables all interacting - ‘Chaos Theory’ at work2. This makes it very difficult to predict exactly where and when showers will occur, and [...]

2022-04-12T11:19:30+00:00April 12th, 2022|In the news|
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