Your 2020 Financial Planning Checklist

13th January 2020

A new year (and even a new decade!) is always a good time to review your finances, ensuring they are in good shape to see you through 2020 and beyond. To follow is a checklist for some of the most important aspects which are worth considering this year: 1.... read more

Posted in: Financial Planning, Tax

Clarity in British Politics

13th December 2019

A decisive General Election in the UK has finally delivered clarity for the country and the markets. The overwhelming success of the Conservative party has shown the strength of feeling for Brexit, and resulted in the first majority government since 2017.  The situation creates a very different feel in... read more

Posted in: Financial Planning, News

Does award winning really matter?

7th December 2019

It’s no surprise that when looking for a firm to help with your finances, you’ll encounter a range of companies who claim to be the best in what they do. So how do you distinguish one from the other? David Pugh, our Chief Commercial Officer, explains why we feel... read more

Posted in: Financial Planning, News

The Fry Group recognised for Influential Advisers

2nd December 2019

The 2019 Top 100 list of Influential Advisers has been announced by International Adviser, a leading publication for the financial services sector. The annual round up profiles individuals who have made a lasting impact in the sector with a focus on driving excellence, developing new initiatives and leading by... read more

Posted in: Financial Planning, News

Planning for retirement: the missing million

25th November 2019

When helping clients with retirement planning, we are often asked how much should be saved. The answer is dependent on many things – not least age, earnings, health, lifestyle and more. Yet in the quest for the ‘magic number’ Jeremy Woodley, our CEO, explains why it’s useful to consider... read more

Posted in: Financial Planning, Pensions

Finding a good financial adviser

21st November 2019

The cornerstone of good financial advice is in finding the right adviser to work with. David Pugh, our Chief Commercial Officer, explores the steps which can be useful in the quest to choose a financial adviser. Seeking out a good financial adviser might feel like something of a challenge.... read more

Posted in: Financial Planning, News

Global award success

29th October 2019

We are very proud to have been recognised by International Adviser with a record number of global awards at this year’s presentations. This success acknowledges the hard work, professionalism and client focus of our teams in the UK, Belgium, Singapore, Hong Kong and the Middle East. The awards we... read more

Posted in: Financial Planning, News

What to put in your Will

24th October 2019

Writing a Will involves more than simply choosing who to give your money to. So what should you consider when drafting or updating one? Steve Wright, from our Estates team, considers what’s necessary. Executors Executors deal with the administration of your estate. They will need to collect and value... read more

Posted in: Estate Planning, Inheritance Tax, News, Tax