Meet Dane Moulden

Meet Dane Moulden

Dane has taken on the role of trainee Independent Financial Adviser at the firm and joined us back at the end of August.  Dane already has 5 years’ experience in the financial sector and is working towards obtaining his Level 4 Diploma in Financial Planning. Dane will...

Deprivation of assets and care home fees

It is well known that when looking at funding for care home fees, local councils look at means testing when assessing someone’s ability to pay for care fees. I think that it is also well known that there is pressure on council budgets and the number of people...
Meet Holly May ACA

Meet Holly May ACA

Holly joined our audit and accounts department at the beginning of September having moved to us from another local accountancy firm.  Holly qualified as a Chartered Accountant back in 2017 and has many years’ experience working with a variety of businesses large and...

Mini budget update!

Dear oh dear, what a few weeks it’s been since the “mini budget” on 23 September 2022.  I thought it might be useful to provide an update of the U turns of the announcements.  Here we go: The chancellor confirmed the abolition from 6 November 2022 of the recent...
Meet Christian Pratt

Meet Christian Pratt

Christian joined our Financial Services department at the end of August and has taken on the role of trainee paraplanner having 3 years experience already in the finance sector.  Christian will be undertaking studies and exams alongside his current role supporting the...