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.
Category Archives: blog
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
In addition to the day-to-day pressures of life, sometimes looking to organise your finances can seem like a daunting process.
Where do you begin? We know that we are continually being told to set money aside throughout our life. Perhaps you are saving for a mortgage, or perhaps you are working towards moving house. Continue reading
In the sometimes overwhelming world of finance, finding clarity can be enough to deter even the most dedicated individual.
More often than not, it is easy to get caught up in the figures, and lose track of what exactly it is that you are trying to understand.
Most of us move through our life knowing that we should be smarter with our hard earned money, yet not fully knowing exactly how to do this. Continue reading
When thinking of your future, savings are an important aspect. With so many different long-term saving options available, it can be difficult to choose which is right for you. Here’s a quick rundown of the pros and cons of the main options for what to do with long-term savings. Continue reading
Re-mortgaging your home mortgage can sometimes make good financial sense for many people. The difficulty many homeowners have is determining when the right time to refinance might be.
Everyone’s financial situation is unique, with varying incomes and expenses. Different people also have their own individual financial goals.