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Author archives: Lissa Horton

Beam – Behavioural Finance App

We have come across a fantastic App that enables you to examine your responses to certain situations. BEAM is the product of years of research and based on Nobel prize-winning theories around behaviours and their impact on your money decisions. Through a series of short, simple, but engaging games, BEAM enables you to explore, measure

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Are you financially compatible?

Valentine’s Day is all about romance.  Or, if you are more cynical, the commerce of romance. Buying flowers that are double the price they were last week, presents to show just how much you love someone – and the more you spend the more you love them. Apparently! Romance and attraction can only take you so

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Brexit: What’s happening?

Whether you were a Brexiteer or Remainer, we can all agree that the Brexit ordeal has been as confusing as it has been arduous. Even the most diligent of us have found it difficult to keep pace with the twists and turns of the negotiations; with an ever-changing cast of politicians and tabloid rhetoric only

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December 18 , 2019 / Posted by Lissa Horton / General / No Comments

Probate increases scrapped

During the General Election, we learnt that the Government has dropped its controversial plans to increase Probate fees – again. Under plans first unveiled in 2016, the minimum fee to be paid when administering an estate after death would have increased from £215 to £250, affecting all estates with assets of over £5,000 and less

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September 30 , 2019 / Posted by Lissa Horton / General / No Comments

2 New Team Members

We are delighted to welcome 2 new members to the Client Manager team – Octavia Jaquiss and Alex Youngs. Octavia originally from Salisbury has had previous experience in the finance industry.  Now living locally, you may see her walking her dog Stanley. Alex has completed his Economics degree at Lancaster University.  A couple of years

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