Verso Acquisition

Verso is a wealth management group providing independent financial planning advice and investment management services. By partnering with them, we can ensure the continued success of our well-established services, and gain access to …

Autumn 2021 Newsletter

Chancellor Rishi Sunak used the Autumn Budget 2021 to outline the government’s plans for post pandemic, post Brexit Britain. Investing taxpayer money in long-term plans will, he believes, secure the economic future of …

Summer 2021 Newsletter

With Euro 2020 underway (don’t let the date confuse you), the Wimbledon grass renewing its familiar battle with the rain and the Tokyo Olympics apparently still around the corner, we might be forgiven …

Webinar on Sustainable and Ethical Investments.

In April 2021 IEP Financial and LGT Vestra joined for a webinar on Sustainable and Ethical Investments. In this recording, our guest speaker Phoebe Stone discusses the growing importance of ‘Sustainable’ investing, and …

Spring 2021 Newsletter

Over 25 million adults in the UK, including the majority of those in the most vulnerable category, have now had their first injection against Covid-19. With the entire adult population due to have …

Spring 2021 Budget

While the pre-Budget Treasury leaking machine appeared to flag many of the Budget measures announced, the Chancellor still managed to produce some surprises on Budget Day. As the number of people affected by …

Stamp Duty Extension

With the Stamp Duty Holiday now being extended until June, there is yet more cost saving opportunity for first time buyers, home movers and Buy to Let investors. As with the first holiday …

How to find lost pensions with your NI number

On average, people will work for 11 different employers during their lifetimes, which can make it difficult for many to find their pensions from old jobs. The introduction of auto-enrolment, in which eligible …

Financial Advice & Mental Health

The top stress-related issues for people in Britain for many years has been Money and finances according to the Mental Health Foundation (MHF). Financial Stress impacts our well-being and health. This coronavirus crisis …