Ilfracombe Harbour, Devon

Blog

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Income protection – how will you protect your family’s lifestyle?

Have you considered what would happen to your family outgoings if you were injured or became too ill to work? Perhaps you’re part of a company sick pay scheme or you’re relying on the statutory sick pay (SSP) of £95.85 a week for 28 weeks – would this support your bills and lifestyle?  For the

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We’re in a recession – what’s happening to the financial markets?

In view of the recent announcement that the UK has now entered its deepest recession since records began, let’s take a deep breath and think about what this really means in the financial markets. Further to the Coronavirus pandemic, it’s no surprise that the country finds itself in this position. With this foresight, the financial

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The financial markets and the face mask perspective

Face masks are a hot topic at the moment.  Some medics and scientists say there is clear evidence they reduce transmission of Covid-19, while critics argue they are ineffective and instil fear in the community. Everyone has an opinion. For our part, we can be flexible in our offices and, as well as social distancing

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Face masks and our offices

UPDATED: On the 8th August, the government announced  the mandatory wearing of face masks in a host of new areas, as well as retail which was introduced in July.  If you are concerned in any way, please call our office to chat to our team. On the 24th July, the government introduced the mandatory wearing

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We’re recruiting! Level 4 Financial Adviser

We’re recruiting! We’re looking for a financial adviser, based at our Devon office in Okehampton and visiting clients in their homes where required. This is a great opportunity to work for a long-established firm of independent financial advisers, with an existing client base provided. This is in an employed role with salary plus bonuses. You

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Our offices are now open!

We are now fully open and welcoming clients into our offices in Okehampton and Wadebridge. Our advisers have been helping clients throughout lockdown on the phone and via systems such as Skype, however we are now able to see you face to face at our offices or at your home. All social distancing and sanitising

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Coronavirus update – Our return

10th June 2020. As the Government prepares to make a statement later today about the further easing of lockdown restrictions I thought it would be a good time to update you on our position and our plans for re-opening our offices. Since the start of lockdown, our advisers have been working from home, holding client

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Lessons from COVID

Its interesting the things we’ve learnt since March 23rd. If you had asked me in February about staff working from home I would have said, no way Jose! That is simply not something we do. The advisers meet clients. That’s how we do business. How would they do that from home? The admin staff come

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Mortgages, payment holidays and coronavirus

Many banks and building societies are offering mortgage payment holidays during the coronavirus crisis for those who may be struggling with their payments. We’ve added a link below which has the latest and most reliable information for consumers regarding this, from the Financial Conduct Authority.   *Mortgages, payment holidays and coronavirus – read the latest

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Coronavirus lockdown – our response

Updated: We wish to provide reassurance to all our clients that we are following Government and Public Health England advice and recommendations to help mitigate the risks associated with Coronavirus, whilst also maintaining essential service levels for our clients. Our offices will be closed and there will be no face to face meetings. However, our phone lines will

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Coronavirus – our response

We wish to provide reassurance to all our clients that we are following Government and Public Health England advice and recommendations to help mitigate the risks associated with Coronavirus. We are also giving regular detailed advice to our staff in line with these recommendations. The Government has advised us all to avoid unnecessary contact or

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