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Category: Wills, Trust and Powers of Attorney

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GDPR – General Data Protection Regulation

Category: Company Planning, Equity Release, Investments, Mortgages, Pensions, Protection, Wealth, Wills, Trust and Powers of Attorney

The aim of the GDPR is to protect all EU citizens from privacy and data breaches in an increasingly data-driven world that is vastly different from the time in which the 1995 directive was established. The General Data Protection Regulation (GDPR), was introduced in April 2016 by the Information Commissioner’s Office (ICO), and by May 2018 companies must comply with this regulation. Please read through the attached Customer Privacy Notice and E-Marketing Customer Consent Form to familiarise yourself with the…

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TEN WAYS TO CHANGE YOUR FINANCIAL HABITS IN 2017

Category: Investments, Mortgages, Wealth, Wills, Trust and Powers of Attorney

For many, the start of a new year is a time of reflection and a renewed determination to do things differently in the months that lie ahead. Whilst overhauling your finances could seem less exciting than taking up a new hobby or challenge, it could make a big difference to your future wealth. CHECK YOUR MORTGAGE Often a family’s biggest monthly outgoing, it makes sense to check that you’ve got the best, most cost-effective deal for your circumstances. MAKE PENSION…

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