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Latest News & Announcements

24th March 2021


We are very pleased to welcome Isaac Stell to our team as a wealth adviser.

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11th March 2021

Budget 2021 headlines

Chancellor Rishi Sunak set out a Budget to protect businesses through the pandemic, fix the public finances and begin to build an economy for the future...

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2nd March 2021

DPM in Review : February 2021

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3rd February 2021

DPM in review: January 2021

DPM in review: January 2021

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12th November 2020

The OTS Capital Gains Tax review

In the current climate it is unsurprising that the government is conducting a review of the tax system. In recent weeks we have seen the launch of the Treasury Select Committee enquiry into the 'Tax after Coronavirus" .......

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10th November 2020

Ruby – Pupdate 2

Ruby has grown in maturity over the last few months. When she arrived with her trainers she was very energetic - she has calmed down a bit but is still an inquisitive puppy.....

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15th September 2020

Increase in minimum pension age

The government proposes to increase the age at which an individual can take their private pension savings at the same rate as the increase in the State Pension age.....

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5th August 2020

The Mary Collard charity golf day

We were pleased to be a main sponsor of the Mary Collard charity golf day, which was held at Worlebury golf club on 1st August....

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28th July 2020

Ashcombe Bowls club

We are pleased to sponsor Ashcombe Park Bowling club, and are delighted to hear that a number of members have started to play again.....

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