Sophie Oakes celebrated her 21st birthday. Welcome to the Eastcote Wealth team and Happy Birthday!
Eastcote Wealth Management News
News
Eastcote Wealth Charity Darts Night
Eastcote Wealth held its annual staff charity darts night at the Bulls Head in Barston recently. As usual there was an excellent turn out, including recent recruits to the Eastcote team. Great fun, and food, were had by all. And...
EWM Heroes complete 3 Peaks Challenge
Our two intrepid explorers, David Fleet and Jonathan Hearn, completed the gruelling 3 Peaks Challenge in aid of The Prince’s Trust last month. They were joined by a team from Ingram, Hawkins & Nock including Harry and Lily Law. This...
Happy 50th JR!
Another Eastcote Wealth colleague celebrated a significant milestone recently. Staff marked Operations Director John Ruddick’s 50th birthday with cake and Prosecco in the sunny courtyard of Eastcote Court. John then spent the day enjoying his favourite activity – a round...
Eastcote Wealth now offers Equity Release advice
Congratulations to our lead Mortgage Adviser, Debbie Lavender, on passing her PFS approved Certificate in Equity Release (CerER). She is now authorised to give advice in this rapidly changing area of financial planning. There has been a rapid move away...
EWM Takes The Lead on Training New Advisers
Eastcote Wealth Management have recognised the lack of new talent entering the financial planning sector – a 2016 EY survey found that just 22 per cent of financial advisors were under 40 – so it recently launched a specific Financial...
Wealth of talent sought for new IFA training scheme
A Greater Birmingham firm of independent financial advisers (IFA) has launched a training scheme to provide new career opportunities in the profession. As part of it, Eastcote Wealth Management (EWM) has linked with Aston University to secure some of the...
Employers urged to take a fresh look at group life assurance or risk potential tax threat (Birmingham Post Article 29.03.2018)
The current pension Lifetime Allowance is threatening to play havoc with group life assurance schemes – popular with many companies. Employers need to be up to speed on the different types of schemes available and consider if their employees are...
Young lead the way but retirement savings stutter (Birmingham Post Article 21.06.2018)
The Scottish Widows Retirement Report is now in its 14th year and is always a good barometer of whether people are saving enough for their old age. With the 2018 one recently out, it is a mixed picture. More young...
Take those losses on the chin and look to go again (Birmingham Post Article 19.04.2018)
The stock-market correction of early February was closely followed by another one in March making the first quarter of 2018 a jittery period for many investors. Firstly, it was fears of swifter than expected interest rate rises causing the setbacks...
Britain to force broadband providers to tell customers their best deals
Broadband providers in Britain will have to tell customers about their best deals under planned new rules from telecoms regulator Ofcom aimed at tackling a 'loyalty penalty' that makes it difficult for long-standing customers to get the cheapest package.
Brexit worries push UK house price gauge to six-year low - RICS
A measure of British house prices hit a six-year low in November as the approach of Brexit put off buyers and sellers, a survey of property valuers showed on Thursday.
UK watchdog orders shake up of advisers to pension trustees
Poor competition in the market for advice to pension fund trustees has resulted in "substantial customer detriment", Britain's competition watchdog said on Wednesday.
UK workers get biggest pay rise in a decade
British workers had their biggest pay rise in a decade in the three months to October as the country's strong labour market showed no sign of weakening ahead of Brexit, official figures showed on Tuesday.
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