Giving to charity: How it can be tax-efficient too
Giving to charity may be part of your financial plan now or in the future. Donations can provide tax benefits too, reducing…
The thinking behind the money...
Giving to charity may be part of your financial plan now or in the future. Donations can provide tax benefits too, reducing…
Impressed with the performance of our pensions and ISA
I just wanted to say that I’m really impressed with the performance of our pensions and ISA. In such difficult times it is clear to me that the decisions that the investment committee have made have protected our investments very well.
Thank you for your continued good work
Dear Keith, It was a pleasure to catch up with you today and thank you for the in depth report on our investments with you. Thank you for your continued good work.
Made a stressful process, feel so easy
Paul helped us find an amazing deal on our mortgage. Explained everything in simple terms for us and answered our many questions. Already recommended to friends. Thank you again for all your help, made a stressful process, feel so easy.
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