Coronavirus Update

During the Covid-19 lockdown, we have continued to service our clients remotely due to the requirement to temporarily close our office. With the lockdown easing, the office will be reopening on Monday 6th July and, whilst we welcome client meetings, these will be by appointment only, with appropriate social distancing in our boardroom. We are…

Ethical Investing

Sustainable, Responsible & Ethical Investing, what does it mean? We are all being encouraged to consider the decisions that we make and how we can improve the state of our planet for future generations, whether it be using less plastic or cycling to work, but perhaps this should also apply to our investment decisions. Whilst…

Will I run out of money in retirement?

The introduction to “flexible pensions” has increased the worry of running out of money in retirement. People are living longer, with the average life expectancy for a woman from birth, based on 2014-2016 statistics, being 82.9 years old, and the average life expectancy for a man from birth, based on 2014-2016 statistics, being 79.2 years…

Beccles Cycle for Life 2019!

We are very pleased to announce Beccles Cycle for Life is back for 2019! The event will take place on Sunday May 12th 2019 at 10am; participants will be setting off from Sir John Leman High School. The event is run by the Rotary Club of Beccles, with profits from the event split between the Rotary Club…

Why Diversification Works

“Diversification – spreading your money between different kinds of investments (called ‘asset classes’) and different kinds of investment product – helps reduce the risk of your overall investments (referred to as your ‘portfolio’) under-performing or losing money”.– The Money Advice Service. Markets and global news can affect the performance of your investments in both positive…

Do you need Income Protection?

Do you need income protection? “Each year one million people suddenly find themselves unable to work due to serious illness or injury. 10.8 million households, more than 60% of working families, would see their income fall by more than one third if the main earner had to stop work due to ill health, and they…

Why do you need pension advice?

People now have more options and flexibility when it comes to their retirement plans, but making the wrong choice could prove costly. The once rigid pension drawdown rules may have been relaxed but confusion is rife. As a result, there is growing concern that many people are ill informed and won’t appreciate the implications of…