General news. Filter content View all Business OwnerEstate PlanningExit PlanningFinancial PlanningGeneral newsInvestingPensionsProtectionRetirementTax July 2026 Family Investment Company or Trust? What Business Owners Need to Know Before Deciding July 2026 How to Reduce CGT on a Business Sale – Before It’s Too Late May 2026 Is this the BEST employed financial planner job in the UK? Frazer James on Financial Planner Life March 2021 Frazer James awarded Adviser Firm of the Year, South West! March 2021 The Budget – how will it affect you? February 2021 What is the value of financial advice? January 2021 How the Pareto Principle Applies to Investing (80/20 Rule) July 2020 What is Holistic Financial Planning? July 2020 Financial advisor or financial planner – what’s the difference? June 2020 Financial stages of life – saving vs spending 1234 Get in touch Schedule a free consultation with one of our financial advisers, or give us call. 0117 990 2602 Book a consultation Contact us