Category: Savings

Skipton International becomes the latest DCM partner

We are delighted to welcome Skipton International as our newest partner bank for both DCM Plus and DCM Express. Skipton International is a leading offshore bank, winning the Moneyfacts ‘Best Offshore Account Provider’ in both 2017 and 2016. Our partnership…

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How has open banking progressed?

Over a year and a half ago open banking was heralded as a revolutionary way to handle your money. You would be able to track all of your bank accounts at the push of a button. Controlling your direct debits,…

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Cash is king
Cash is king?

Economic and political uncertainty continues to create an environment where clients are wary of making major financial decisions. Taking a cash position for the time being is becoming more common for 25% of HNW clients*, who now hold more than…

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make money before tax bill
Make money before your tax bill 2020

Now is a great time to turn your attention to your client’s tax liability due 31 January 2020 and how this can be efficiently funded. People who are aware of large liabilities being created in 2019/20 are well advised to…

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Chartered Institute for Securities and Investment Event - Financial Planning Annual Conference 2018
Chartered Institute for Securities and Investment Event

On the 1st and 2nd of October 2018, Peter Griffin and Alan Sneddon attended the CISI event at the Hilton Birmingham Metropole. Thank you to everyone who came along to visit our stand and meet Peter and Alan, it was…

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financial education | Kirsty Grainger
What do you remember about your financial education in school?

We asked our team to share their experiences. Kirsty (Age 33) There was no such thing as financial education in schools when I was school age. I was aware from my parents that money didn’t grow on trees, and my…

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Sharia-compliant savings accounts
What are Sharia-compliant savings accounts

Islamic savings accounts, also known as Sharia-compliant savings rarely appear on comparison website best buys. However, they can offer returns which compete with the top UK savings accounts. Islamic savings accounts provide a Sharia-compliant way of saving for Muslims living…

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Fraudulent Code
Top 10 tips to prevent fraudulent activity/ identity theft

Here are our 10 tips to protect yourself from cybercrime: 1) When providing payment details online, make sure you are using a secure site – look for the padlock icon in the address bar to verify this. From July 2018,…

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investing phone
Open Banking – A Revolution?

13 January 2018 saw the introduction of Open Banking. The following information explains: 1) Why it has been introduced? 2) Who can participate? 3) How do you get started? 4) What are the benefits? 5) Who will provide the service?…

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Safe
Ring-Fencing

Ring-fencing is the process of separating a banks retail banking activity from the rest of its business. The theory behind this change, is that it will protect everyday customers, known as retail banking customers, from the banks ‘riskier business’, such…

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