Welcome to Me Financial Services, we have over 12 years of expertise

Town Hall House, Bovey Tracey
Devon, TQ13 9EQ

01626 833225
[email protected]

Mon - Fri 9.00 - 17.00
Saturday and Sunday Closed

When speaking with new clients for the first time, I sometimes hear them say something like ‘Pensions are rubbish’ or similar. This can be an indication as to what level of knowledge that particular client may have with regards to ‘What a pension is’. It can also be an indication of their attitude towards pensions.

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If stock-market investment could ever truly be likened to a rollercoaster ride it would be now as we have recently experienced sharp falls and rises in global stock-markets largely due to investor sentiment as the potential impact of the deepening sovereign debt crisis and worsening economic data is revealed. It is worth reminding ourselves that

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When advising clients, we are often asked how state pension deferral works. Whilst the state pension is a complex area, we have provided our interpretation of the current rules surrounding this. Under current legislation, the State Pension does not have to be taken at the State Pension age. It can be deferred indefinitely and taken

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Too often people leave their tax planning to 4th April, which limits their options for keeping hard-earned cash out of the taxman’s clutches. Instead, make this new tax year the year you take control and plan ahead to make sure you make the right choices. Sensible plans Each tax year, there are a number of

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Chancellor nails his colours to the mast George Osborne’s second Budget focused on measures to boost entrepreneurship and support businesses in the UK but he had less welcome news for the country’s banks and oil and gas companies Delivering his second Budget in less than a year, Chancellor of the Exchequer George Osborne admitted economic

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