BBC TV pundit and City veteran Justin Urquhart Stewart will be offering advice at a seminar run by Beverley Chartered Financial Planners and Tax Consultants – Gecko Wealth
David Tarbotton, Independent Financial Consultant from Beverley based firm of chartered financial planners, cba financial services, demonstrates how planning and common sense will prevail over the Chancellor’s plans to generate an extra 750,000 Higher Rate Tax payers in the current tax year. 1. Take action. Don’t just sit back and allow the Government’s changes in legislation make a hole in the average household pocket of £thousands per year. 2. In…
cba Financial Services Limited is delighted to welcome David Tarbotton and Paul Hegarty to the team of Independent Financial Advisers (IFAs). Paul Hegarty has worked in financial services for 25 years – 10 years in banking and 15 years as an IFA. The firm recruited Paul as his specialist area is pensions, particularly Self Invested Personal Pensions (SIPPS) and Inheritance Tax. Paul says: “The firm is one of few in…