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Diane Phillips

Are our affluent baby boomers reinventing retirement? Financial planning

Are our affluent baby boomers reinventing retirement?

From the US, findings in a ‘New Retirement Survey’ from Merrill-Lynch (ML), indicate that many…
Diane Phillips
Diane PhillipsMay 10, 2012
Aviva’s first working lives report Financial planning

Aviva’s first working lives report

This research is a powerful insight into the mindset and thinking of employees in the…
Diane Phillips
Diane PhillipsMay 10, 2012
A day in the life of Matt Bagguley, Business Support Financial planning

A day in the life of Matt Bagguley, Business Support

Last month we took a look at a ‘day in the life of’ one of…
Diane Phillips
Diane PhillipsMay 10, 2012
Stick or switch – current accounts Financial planning

Stick or switch – current accounts

There are 54 million current accounts in the UK, and they are big business for…
Diane Phillips
Diane PhillipsApril 13, 2012
A day in the life of Chris Marsh, Consultant Our news

A day in the life of Chris Marsh, Consultant

Last month we took a look at a ‘day in the life of’ one of…
Diane Phillips
Diane PhillipsApril 13, 2012
Finance Identity Theft – be on guard Financial planning

Finance Identity Theft – be on guard

Research undertaken by Infosecurity Europe, has uncovered that 42 per cent of a pool of…
Diane Phillips
Diane PhillipsApril 13, 2012
Holroyd appoint Cullen Financial Planning BlogFor businessesOur news

Holroyd appoint Cullen Financial Planning

We're delighted to announce that we were recently appointed to look after the corporate pension…
Diane Phillips
Diane PhillipsApril 12, 2012
Protected Rights – new possibilities from April 6th Financial planning

Protected Rights – new possibilities from April 6th

Historically, many people chose to contract out of the State Earnings Related Pension Scheme using…
Diane Phillips
Diane PhillipsMarch 28, 2012
ISAs gathering dust, not interest? Financial planning

ISAs gathering dust, not interest?

An increasing number of new cash ISA products are being sold with additional interest as…
Diane Phillips
Diane PhillipsMarch 26, 2012
Ten top tax saving tips Financial planning

Ten top tax saving tips

Nobody likes paying tax, so it makes sense to do whatever you can to minimise…
Diane Phillips
Diane PhillipsMarch 26, 2012
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