We are approaching a rather important period of our history, with the set Brexit deadline of the 31st October fast approaching. Political biases aside, this has implications for all of us. From an investment perspective, this may present opportunities, although it does pose risks we can’t avoid.
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Burton & Fisher achieves ‘Gold Standard’ with Chartered Insurance Institute in relation to defined benefit pension advice
We are delighted to inform you that we have received confirmation from the Chartered Insurance Institute (CII), that our application to adopt the ‘Gold Standard’ for defined benefit pension advice has been accepted. We are delighted to have been accepted and are proud to promote the Gold Standard and the following principles of advice:
You may have seen in the news that the Woodford Equity Income fund has been frozen. As a client of the firm you shall no doubt be pleased to hear that the fund has never been included in Burton & Fisher’s model investment portfolios, and as such there is no immediate concern for clients. None the less this is a situation which places one of the UK’s most lauded fund managers, Neil Woodford, in hot water. It also teaches investors some important lessons, whether you hold the fund or not. Continue reading
Here at Burton & Fisher, we understand the importance of supporting and contributing to our local community. That’s why we are proud to both sponsor and take part in events that aim to raise funds for causes in the surrounding area.
When it comes to charity, here at Burton & Fisher we understand that as a local business we have a responsibility to contribute to the surrounding community each year.
Whether through rigorous fundraising efforts or welcomed donations, this is something that we wholeheartedly embrace – it can even become quite competitive in the office as we attempt to beat the total raised from the previous year! Continue reading
Moving pension goalposts was one of the latest proposed government strategies, which will affect the retirement plans of millions of people across the UK. Although announced during Chancellor Philip Hammond’s Autumn Statement last year, it wasn’t immediately apparent.
Amidst pressure to scrap this governmental plan, the rule was given the go-ahead and will have effect on and after April 6th 2017. This will change how you think about your finances, both short and long term.