Marketing & Compliance Join the Team

Marketing & Compliance Join the Team

To support our pioneering plans over the next five years, we are thrilled to welcome Susan Richardson as Compliance Manager and Jessica Dodds as Marketing Manager on board. This internal team expansion is in response to steady company growth over the past year and brings a wealth of specialist expertise in house.

Introducing Our New Managing Director

Introducing Our New Managing Director

With new plans for growth in place and an exciting year ahead, we are pleased to announce Paul Everett’s recent appointment to the role of Managing Director. This marks a great shift in becoming a stronger, more focused team ahead of plans to expand our capacity, quality service levels and client base over the next five years.

Yellow Yorkshire Day

Yellow Yorkshire Day

Back in July we turned our office yellow in aid of the Yorkshire Air Ambulance. The team got into the spirit by dressing in their finest yellow, feasting on a bake sale and finished the day with a bang with an office balloon pop for some amazing donated prizes.

Growing Up

Growing Up

Where does the time go? Summer is already upon us, the holidays are in full swing and before long the autumn leaves will be lining our path towards a momentous celebration as we embark upon our 21st year in business.

Transferable Residence Nil Rate Band (RNRB)

Transferable Residence Nil Rate Band (RNRB)

Nick Crabbe, a financial planner and director with Leeds financial planning firm Manse Capital has been talking to HMRC about whether the new Residence Nil Rate Band is transferable and this is the response he received from Danka Wigley in it’s IHT Policy Unit.

Changes to our Review Process

Following feedback received from you, we have slightly changed the way we go about our annual reviews and we hope you like the outcome.  It seems that (understandably) many of you aren’t too keen on doing your ‘homework’ in advance of the meeting. So, in addition to the ‘homework’ pre-meeting method, your adviser will give you the option to update your current circumstances at the time of the meeting.