Our latest news


Beaufort Analysis 265 – A Bad Moon Rising?

Last week we witnessed a phenomenon not seen for 152 years; a Super Blue-Blood Moon Lunar Eclipse! The second full moon of January was not only larger than normal, it was a certain hue owing to the total eclipse as seen by some in North America, Australia and Asia. It marked a week which saw…

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Beaufort Analysis 264 – Now in 3D!

The centre of the economic and financial world was temporarily relocated to the Swiss Alps last week.  The annual World Economic Forum (WEF), held in the alpine town of Davos, brings together the good and the great of politicians, economists and central bankers.  For the first time in a decade, the mood and rhetoric emanating…

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Beaufort Analysis 263 – Not open all hours…

The key story from last week was the partial shutdown of US government. Now in it’s third day, the Senate was in session over the weekend and have proposed a short term fix which will extend government funding until 8th February; on the assurance that there will be a separate vote on legislations to protect…

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Re-assessing your finances in the New Year

Re-assessing your finances in the New Year

The festive period can bring with it a great deal of financial stress; more so than at any other time of the year. So, when opening your bank or credit card statement in January, it may be the case that you are nearing or have exceeded your credit limit. This often sparks an overall assessment…

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Seven changes you need to know about in 2018

Seven changes you need to know about in 2018

As we head into 2018, with a new financial year a few months away, the government is preparing to introduce several changes. These will come into effect in April, and it is likely that you will be affected by at least one of them. Being prepared is the key to making the most of the…

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2018 A big year for autoenrolment

2018: A big year for auto-enrolment

2018 marks 10 years since auto-enrolment was first debated in 2008. As the new financial year approaches, we look at what April 2018 has in store for workplace pensions. What is auto-enrolment? Introduced into law in 2011, auto-enrolment will be in its final roll-out phase this year. This means that, from April, eligible employees from…

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Pension Freedoms Ignorance isn’t bliss

Pension Freedoms: Ignorance isn’t bliss

“Real knowledge is to know the extent of one’s ignorance.” Attributed to Chinese philosopher Confucius, this timeless phrase has never been more apt than when applied to the topic of Pension Freedoms. A new report, from Old Mutual Wealth has revealed that many 50-60-year olds are uninformed about Pension Freedoms, with: 45% not knowing about…

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What do our clients say?

  • We have been clients…for many years and find them very pleasant, professional and efficient to deal with and very helpful when advice is needed. Without reservation I have recommended other people to talk [to them] about their financial planning requirements.

    David Knights - Flintshire

  • We have been clients for many years and have always had professional and helpful advice from them. Stephen, Gaynor and the staff are friends as well as advisers and we would not hesitate to recommend them to others wanting financial advice.

    Raymond King - Deeside

  • As new clients they quickly understood our circumstances and gave us several easy to understand options to consider. Great to work with, both friendly & professional.

    Mike Day - Wirral

  • I have been a client for many years and regard Stephen Lyth as a friend. My wife and I have always been treated with the greatest respect with honest and reliable advice and know that our financial and legal affairs are in good hands and have no hesitation in making our recommendations.

    Thomas Chesterson - Cheshire

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