Financial Advice you can trust


We pride ourselves on our service and aim to be recognised in providing clear and honest advice to our clients. We believe in offering a face-to-face service and have a team of advisers covering both Pension and Investment as well as mortgage and protection.

With Offices in Derby we have clients throughout the East Midlands and beyond, providing Financial Advice you can trust

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    Economic Reviewof May 2024

    Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your […]

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    Essentially Mortgages Q2 2024

    Mortgage market update Navigating Capital Gains Tax – need to knows Abolition of Multiple Dwellings Relief Mortgage market update 2023 was a difficult year for the UK mortgage market, with rising interest rates posing affordability challenges for many borrowers. However, there are signs that the market is stabilising, which is promising for buyers and […]

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    Essentially Wealth Q2 2024

    Elections and investments – prepping for a pivotal year IHT gifting – a refresher Time to gen up on AI scams UK investors – confidence returns According to a leading index1, equity fund inflows reached £2.01bn in January, making it one of the topten months ever recorded. The highest inflows since April 2021, this […]

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    Essentially Mortgages Q1 2024

    What has the property market got in store for 2024? Should I overpay my mortgage? Protecting your home against storms this winter What has the property market got in store for 2024? 2023 was not the most predictable of years for the property market. So, as we begin 2024, what’s in store for homeowners […]

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    Economic Review of February 2024

    Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your […]

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    Spring Budget summary 2024

    Only for general consideration. Always seek professional advice before acting. This is for information only. Prepared based on our expert understanding of the Spring Budget 2024 (as of 6 March 2024). This may change. The early trailers in January 2024 for what is probably Chancellor Jeremy’s Hunt’s last ‘fiscal event’ featured Prime Minister Rishi […]

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    Essentially Wealth 2024

    Looking forward to stronger economic growth Living the (retirement) dream Power up your pension in 2024 Looking forward to stronger economic growth As we step into a new year, the global economy faces uncertainties due to the lingering effects of the pandemic, ongoing conflicts, and geopolitical tensions. Whilst challenges such as these can appear […]

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    Essentially Wealth Q4 2023

    Investing to achieve your long-term financial goals After more than a decade of putting up with low returns on cash savings, the substantial increase in rates over the past two years has been welcomed by savers, but it’s important not to rely too heavily on cash savings and to carry on investing to maximise […]

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    AUTUMN STATEMENTSUMMARY 2023

    Jeremy Hunt’s second Autumn Statement was set against a much less financially turbulent background than his first. However, politics still loomed large with a likely election in the next 12 months prompting calls for tax cuts from within the Conservative party. Until recently the Chancellor had attempted to stall such demands with warnings of […]

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    Approver Quilter Financial Limited – FRN 497604 (10th November 2023)