Financial Services News & Updates
Through effective estate planning we have helped one of our clients to potentially save her children an inheritance tax bill of £76,000. We are experts in financial planning, and this is what we do for our clients in Lichfield and the wider area.
Combining powerful software with the knowledge and experience of our Financial Advisers in Lichfield our clients can now confidently plan for their desired lifestyle today, in middle-age and in retirement. In fact our software breaks this down year, by year throughout their lives.
- 19th February 2018
On 1st March 2018 the old paper £10 note ceases to be legal tender!
- 5th February 2018
The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.
Four Oaks Financial Services based in Lichfield, Staffordshire is a firm with big ambitions. They have launched their own training academy with the aim of developing the next generation of qualified advisers from their in-house Paraplanning and administration teams.
- 2nd January 2018
Lifestyle Financial Planning is an enlightened new approach to financial planning that could change your health and well-being in a much more positive and impactful way than any of the New Year resolutions we are all trying to stick to!
Last week’s minimalist Budget made little reference to pensions, enabling those saving for retirement to breathe a collective sigh of relief.
- 18th September 2017
A Shropshire law firm will be supporting businesses across the county to access grant funding to develop new products and services.
- 12th September 2017
On 14th September 2017 a new polymer £10 note will come into circulation
In the past Critical Illness policies have been slated for having too much leeway which allowed insurers to decline too many claims. Much has changed and critical illness insurance providers have improved their products, increased the illnesses and conditions they cover and offer a wide range of options that make the premiums affordable.