Five common tactics used by investment scammers

Five common tactics used by investment scammers

Three tips to avoid becoming a victim Julie recently met a new client who sadly had lost over £100,000 to a sustained campaign of telephone investment scamming aimed at retired people. This is becoming more worrying as these con artists are using ever more...
Angel Delight

Angel Delight

When I was younger I used to love Birds Angel Delight. So much so that I would buy a packet and a pint of milk, make up the mixture (butterscotch flavour was my favourite) and eat it all at once. But I noticed that something happened as I was eating it: First...
The Tricky Issue of Later Life Planning

The Tricky Issue of Later Life Planning

Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it. Conversations with clients about later life and dying can be difficult or uncomfortable and yet this is an essential...