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.
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:
Continue reading ISA Guide 2017-18
We hope you like our new web site. We have designed this for a wide range of devices, including phones, tablets, laptops and good old PCs!
We are keen to get your feedback, so please feel free to get in touch.
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
Radical Changes to Pensions in 2015
On 6th April 2015 the most radical changes to pensions for almost a century took effect. Here are some of the basic facts and how they might affect you Continue reading 2015 Pension Changes
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)
by Douglas McDowell, Head of Client Investment Strategies, Neptune Investment Management
Stockmarkets 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
Chris Rowley Financial Services is in the process of moving to a WRAP proposition.
What is WRAP?
WRAP is an online wealth management service.
WRAP helps our clients to focus on their goals. It allows the adviser to dedicate more time to looking after clients in planning, implementing and reviewing the best investment strategies. Continue reading Standard Life WRAP
Many clients may think that the government, with its insistence that inflation is only around the 2 per cent mark, is living on another planet! Continue reading Investing to stay ahead of inflation
by Tony Lanning, head of multi-manager at Gartmore
As the economy turns the corner towards growth, led by healthy levels of activity in emerging markets, forward-looking investors have become increasingly confident in the prospects for equities. Continue reading Promising Signs for Global Future