Monthly Archives

February 2021

Get the most from your ISA before April 2021

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The end of tax year is fast approaching (April 5th 2021) and marks an important moment when various tax allowances refresh. Failing to make the most of them could represent hundreds – if not thousands – of lost pounds, so it’s worth taking stock of your own case. In particular, are you making the most of your ISAs (individual savings accounts)? In 2020-21…

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How a financial adviser helps at each stage of life

By | Financial Advice | No Comments

Our financial goals and needs usually change as we get older. Each stage of life brings distinct challenges and opportunities as we seek to bring greater control to our finances. Yet how do you navigate the transitions to each stage of life successfully – particularly when it comes to your wealth? Here at Elmfield in Padiham, Burnley, Lancashire, our financial planners believe…

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