News

Professional Connections Event 01.04.2021

21 March 2021

Our next online event for professional connections will be held on Thursday 1st April, hosted by Financial Planners Rhian Morgan and Kevin Mackenzie. The first in the series for 2021 will cover Intergenerational Wealth Transfer, Lifetime Allowance, and VCTs. Khalid Khan, Business Development Manager from Octopus Investments will be joining us as a guest speaker.

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Beanstalk Advice Launched- Financial Advice for Millennials.

16 March 2021

Good financial advice is a privilege we all should be able to afford and access. That’s according to Chartered Financial Planner, Jenny Madhoo, who, as part of The Financial Planning Group, has launched an online service for younger adults struggling to access the independent financial support they need.

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Women & Retirement Report

8 March 2021

The average woman in her twenties will have to work almost 40 years longer than her male counterpart to build up the same pension, according to a report by Scottish Widows.

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