Our Blog

Welcome to LIFT-Lines - regular posts on our areas of expertise. If you'd like to talk about any of the topics we cover in relation to your personal situation, please call us and we'll be happy to help.

Our blogs are meant as general information and shouldn't be taken as advice. Before you make any major financial decisions, please talk to an expert.


Blog Posts

Continue reading 'Where the exception should be the rule'

Corporate Where the exception should be the rule

For those who have accumulated significant pension funds, the act of joining the new company's Death in Service Scheme can unwind years of meticulous pension planning. Ross Glanfield explains how to avoid an expensive mistake. 

 

Continue reading 'Where the exception should be the rule'
Continue reading 'All Change for Pensions'

Pensions All Change for Pensions

In his Budget speech on March 16th, George Osborne will announce the result of the Green Paper on Pension Reform. Chartered Financial Planner, Ross Glanfield, FPFS speculates on what it may bring. 

Continue reading 'All Change for Pensions'
Continue reading 'Market Volatility: Our view'

Economy & Market Market Volatility: Our view

Seeing your investments fall in value can be disturbing but making snap decisions as a result could have a negative impact. Here's our view on the recent market volatility and why we're staying calm.

Continue reading 'Market Volatility: Our view'
Continue reading 'New home? New job? Overpayments? Your mortgage questions.'

Property New home? New job? Overpayments? Your mortgage questions.

At this time of year it seems that every mortgage meeting I go to falls into one of three categories: clients looking for a new home, clients looking to change jobs and clients looking to use their bonus to overpay their mortgages. So this week’s blog gives some practical advice for all three situations. 

Continue reading 'New home? New job? Overpayments? Your mortgage questions.'
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