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The World In A Week – Interim Update

News flow is beginning to contain something other than easing of lockdowns and vaccines. Economies around the world are beginning to re-open, ahead of the schedules that were first announced back in the middle of March, and infection rates look to have largely been contained.  The worst-case scenarios that made the headlines three months ago,…

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The World In A Week – Crunch Time

Tensions are running high.  The balance between keeping economies locked down in order to protect the health services, and the desire to loosen lockdown measures in order to lessen the long-term impacts, is coming to a head. Here in the UK, there has been tentative rhetoric that we are preparing to lift restrictions, but attention…

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The World In A Week – Interim Update

It is happening again.  President Donald Trump has been busy with his Twitter account this week and the focus of his attention is China.  Trump’s increasingly critical comments of China could be a worry for the longer-term economic bounce back. Whilst pent-up demand during lockdown is potentially a boost for US growth in the short…

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The World In A Week – Schools Out

A recent rally in equity markets has seen the S&P 500 only down by -2.6% in 2020 in Sterling terms. However, the FTSE All-Share remains the poorest performing equity asset class; down -23.0% for the year. The S&P 500’s recent upsurge partially attributes to the depreciation of Sterling which continued to drop last week amid…

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Why You Should Have A Power Of Attorney In Place

Millions of Brits haven’t named a Power of Attorney. It may seem like something you can put off for a while, but it’s something we should all have in place. A Power of Attorney is a legal document which gives someone you trust the ability to make decisions on your behalf if you’re unable to…

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Dividends And Coronavirus: Will Your Income Be Affected?

As businesses have been hit by the coronavirus pandemic, some have decided to cut dividends and regulators are adding pressure for others to follow suit. This may leave a hole in your income if you rely on dividends. According to reports from The Times, investors have suffered a dividend cut of at least £600 million…

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5 Tips For Keeping Pensions On Track During The Pandemic

During the market volatility, you may be worried about what it means for your pension. We take a look at five things to keep in mind to ensure your pension and retirement stay on track. For most of us, pensions are invested with the hopes of delivering returns over the long term and it’s something…

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What do our clients say?

  • Thank you Paul for visiting my home recently for a dig through our various life insurance policies.

    I left my wife to run the meet and greet and she was very impressed with Paul's analytical approach, obvious knowledge and professional yet friendly manner.

    We were very happy that Paul was able to advise us on a type of cover we should be looking for and presented us with option on policies that were much more useful and with much cheaper premiums. Paul even made the form filling as simple as possible and for that we are grateful.

    The Gibsons

  • I was extremely pleased with Iain Parkhouse's service and have no hesitation in recommending and referring his services. If you have not spoken to him recently, I would strongly suggest arranging a review with him.

    Denni Jackson, Sales & Marketing Director, Drifters Travel

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain's knowledge and experience is backed by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn't hesitate to recommend his services and indeed I have to a number of my friends.

    R Thompson, M.D. London

  • Iain has spent quality time with me to understand my situation, my preferences, and my approach to investments. He has a great way of explaining things, and de-mystifying the most complex of matters and distilling it into something very easy to comprehend so that you can make informed decisions over your own financial affairs. Whatever your level of understanding and financial experience, he will adjust his approach and tailor it to suit your individual needs, taking time to be sure you are fully up to speed with whatever you are reviewing. Having worked with a number of IFAs in the past, I now feel totally at ease and confident working with Iain on an ongoing and regular basis to navigate the minefield of professional financial advice and financial services.

    S Khadka-Lowe, Director. Cobham

  • For almost 20 years I have used the services and advice from Iain Whitechurch, the services offered included, mortgages and re-mortgages, children's saving plans and pensions in the main.

    The advice was always given at a level that was understandable and appropriate for my financial situation at the various times though out the last 20 years, which due to unforeseen circumstances has been ever changing.

    Along with the expert advice and service Iain has become an integral part in my financial future plans and decisions. He has also offered this same advice to my now adult children as they have always known him and trust his ability and advice. I have no reservations about recommending his services to family and friends, his friendly yet professional approach make dealing with financial decisions a less stressful experience.

    A Scutt, Specialist Nurse Manager, Copthorne

  • Every quarter I get information on how my investments are performing in relation to other investments in the portfolio in addition I can look up on the web to see how my interments are performing in their own right on a daily basis. Thanks to Felix I now have greater confidence in my financial future and I look forward to doing more business with him in the not too distant future.

    Calum Shaw

  • Gerard is a highly professional and knowledgeable financial adviser who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to adviser.

    Andy Cutbill, Co-Founder of Mr Bridger, ECD at ?What If! Innovation Partners

  • Having used Brian's services on several occasions for myself, my friends and various colleagues I declare myself a great admirer of his professionalism and knowledge. And an all-round nice guy! If you are looking for an IFA - look no further, you've found the best one.

    Dallas Van Renselar

  • Iain is an honest guy who cares about the service he provides to his clients. His advice is always clear & well thought through.

    Stuart Gilbert

  • I gladly recommend Iain for his work as a financial adviser for me and for many other people I know within our network of friends and business colleagues. Above all, his knowledge of what is available and his expert opinion and advice has been, and continues to be completely reliable. I believe Iain delivers top quality as a person and within his business.

    Gerry Boniface, Sales Leader

  • I have known Iain Whitechurch for over 10 years now and he always provided me with expert advice on my investments and mortgages. He is a true expert in his field. Iain's an expert in his field. His knowledge and experience is backed up by his pleasant and professional approach. Iain always listens, he understands well what I am trying to achieve and he works in a very timely and efficient manner. Nothing is too much trouble for Iain. I wouldn't hesitate to recommend his service and indeed I have to a number of my friends.

    R Thompson

  • I first hired Felix in April 2011 to arrange my critical illness cover. Now I am notoriously hard to pin down to arrange stuff like this due to my constant work load. Felix was totally understanding of this and his incredible perseverance with me resulted in finally securing an excellent policy for me in March 2012. Felix visited me at my workshop on a number of occasions to gain all the relevant information that he needed. I cannot thank Felix enough for his hard work and patience and will be glad to recommend him in the future. And he makes a damn fine cup of tea as well!

    Richard Wallage

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