For many business owners it can be impossible to fully separate their business and personal affairs. Often your business is the main asset within your personal estate and the main source of income for you and your family. Business owners have particular demands and circumstances and their will and estate planning needs to take this [...]
For many, key person cover is not a well renowned phrase nor product, and even when it is it’s usually considered not as important as employer and public liability cover. However this isn’t strictly true. Not only will it protect their clients but it will also ensure their own fee/income stream is protected, too. More [...]
Philip Hammond has delivered his second Budget as chancellor. Here, we've rounded up the key points of his speech. Stamp duty and housing Stamp duty is to be abolished immediately for first-time buyers purchasing properties worth up to £300,000. To help those in London and other expensive areas, the first £300,000 of the cost of [...]
Going on holiday and looking for a last minute read? Here, Tristan shares his recommended read and shares an overview of what it entails. BREWDOG maverick James Watt pens an undeniably engaging “business bible for a new generation,” even if the advice often veers too close to Nathan Barley territory. A desire to put together the [...]
There’s nothing more satisfying than a good old cup of tea and slice of cake, which is why we chose to invite our Clients to our annual Appreciation Day at the Lion Quays for an Afternoon Tea treat. The afternoon offered our clients a short presentation on the current happenings within the Investment markets and [...]
This post gives a short insight into Tristan's background, how he came into the Financial Advice business and even offers a little more information about his hobbies outside of the business.