Category Archives: News

Chris Rowley – Limited Company Status

Chris Rowley Financial Services Ltd completed the change to limited company status on 19th April 2018.

One result of this change is that our Financial Conduct Authority registration number has changed to 795124. Despite this legal change, we are still the same team, dedicated to providing high quality advice and service to our clients.

If you would like further information about this change, please feel free to contact us.

ISA Guide 2017-18

ISA Guide 2017/18(PDF 637KB)Simple guide to ISAs for 2017/18

You can save tax-free with Individual Savings Accounts (ISAs).

ISAs are an important component of any personal investment portfolio. Even if you are not increasing your level of investment, you can use your allowance to the full each year by switching existing investments into an equivalent ISA wrapped product.

In the 2017 to 2018 tax year, the maximum you can save in ISAs is:

£20,000

Continue reading ISA Guide 2017-18

ISA Guide 2015-16


ISA Guide 2015/16
Simple guide to ISAs for 2015/16

Our popular guide to ISAs for 2015/16 is now available.

ISAs are an important component of any personal investment portfolio. Even if you are not increasing your level of investment, you can use your allowance to the full each year by switching existing investments into an equivalent ISA wrapped product. Continue reading ISA Guide 2015-16

Retail Distribution Review (RDR)

What is RDR and What does it mean for our advisers?

The financial services sector is now working in the post Retail Distribution Review (RDR) era, one of the biggest overalls of financial regulation since the Financial Services Act was introduced in 1986. It was instigated with a view to improving service levels and transparency and ensuring that the interests of Financial Advisers and their clients are in line. Continue reading Retail Distribution Review (RDR)

Challenging Economic Conditions

by Douglas McDowell, Head of Client Investment Strategies, Neptune Investment Management

Neptune Investment ManagementStockmarkets have provided a distinctly uncomfortable ride for investors this year. Concerns have come to the fore in different parts of the world at different times but the underlying causes have been broadly the same: uncertainty over economic growth and the seeming inability of those in authority to facilitate growth. Continue reading Challenging Economic Conditions