by Kieran Coe | May 30, 2023 | Uncategorized
With so many influencing factors (economy and your personal situation) changing, it is vital that your attitude to risk is reviewed in order to gauge investment suitability. Revisiting your own personal circumstances regularly is key to us offering you bespoke...
by Kieran Coe | May 24, 2023 | Uncategorized
As covid and the downturn in the (National and International) economy have made us all tighten our purse-strings, the temptation may be to ‘go it alone’ and take on DIY investing. Why? To save money? To ‘have a go at it’? Despite some people’s fondness for flat pack...
by Kieran Coe | May 22, 2023 | Uncategorized
Transact have produced an index to raise awareness of increasing inheritance tax liabilities. This is due to growing home ownership (without a mortgage) and the rising value of property and assets (pushing more people outside established thresholds). The index helps...
by Kieran Coe | Oct 7, 2022 | Uncategorized
Congratulations to our very own Leigh – who ran the London Marathon for the second year in succession, raising money for Hospice UK. You can still donate to this great cause if you go to Leigh’s Just Giving Page available to click through to here:...
by Kieran Coe | Dec 10, 2021 | Marketing
As this pandemic year has made us all tighten our purse-strings the temptation may be to ‘go it alone’ and take on DIY Investing. Why? To save money? To ‘have a go at it’? Despite some people’s fondness for flat pack furniture and putting...
