SFS In The News
As Skipton Financial Services is seen as a respected and professional financial adviser, we are often asked to comment on financial services articles in the national press.
Here is a selection of some of the articles SFS has been mentioned in recently…
Skipton Financial Services were featured in an article in The Mail on Sunday (Sunday 22 January) on Tax Allowances - Ten-point game plan to beat the tax clock. Mr and Mrs Flack clients of Kevin Bowman appeared as a case study. Click here to read the article.
Skipton Financial Services were featured in an article in The Mail on Sunday (Sunday 9 Octover p83) on ’Safeguarding your legacy’ and how to ensure your nearest and dearest inherit your wealth. Mr & Mrs Pagan, clients of Dave Muir featured as a case study. Click here to read the article.
Skipton Financial Services were mentioned in The Express (Friday 12 August) for research carried out by themselves about inheritance. The research found that one in five people had already recieved all or part of their inheritance. Click here to read the full article. Other coverage for this research was in The Telegraph and Argus, Yorkshire Post, Daily Record, The Daily Telegraph, Yorkshire Evening Post, Western Mail, Ellersmere Port, Biddulph Chronicle, Congleton Chronicle and the Sandbach Chronicle.
Skipton Financial Services were featured in the Daily Mail (Wednesday 6 April p38 and 39) in an article on the new £140-a-week state pension. Lorna Robertson, SFS adviser was featured as a case study in this article.
Skipton Financial Services were featured in the Daily Mail (Wednesday 6 April p47) in an article on ways to beat being dragged from the basic rate tax band to the higher rate bracket. Mr and Mrs Monro, client of Jon Craigie was featured as a case study in this article.
Skipton Financial Services were featured in the Yorkshire Post (Saturday 2 April p20) in an article on fund of funds. Thomas Petty, client of Mike Eeles was also featured as a fund of funds case study.
Skipton Financial Services were featured in an article on ’Can you rely on your financial adviser?’ in The Daily Telegraph (Saturday 26 March p16). Andrew Barker, our Managing Director was also quoted.
Skipton Financial Services were featured in the Craven Herald (Thursday 24 March p24 and 25) for our fundrasing activities for Comic Relief.
Skipton Financial Services was featured in an article on with-profit bonds in today’s Daily Mail. (Wednesday 2 March p53) Mr & Mrs Douglas, clients on David Muir from Glasgow were featured as a With Profit bond case study.
The ’Expert View’ article in The Daily Telegraph Your Money section (Saturday 12 February, page 3) was about With Profit Bonds and was written by Andrew Barker, our new Managing Director. Andrew commented in the article "Many savers need to know whether it is worth sticking with their policy or taking it elsewhere".
Skipton Financial Services was featured in an article on with-profit bond in The Sunday Times (Sunday 6 February – Money p8). Mr & Mrs Cooper, clients from York Branch were featured as a With Profit Bond case study.
Skipton Financial Services was featured in an article on with-profit bonds in The Sunday Telegraph (Sunday 23 January 2011 – Money & Jobs p2). The article included eight questions from SFS for with-profit bond holders to ask their financial advisers. The article also featured the case study of Trevor and Vicky Harris, clients of Lorna Robertson from Yeadon branch, who had their with-profit bond reviewed by SFS last year, as well as including a tag for our with-profit bond review service.
Skipton Financial Services was mentioned in an article in The Daily Telegraph on Saturday 8 January 2011 (Your Money p3). Paul Farrow, Personal Finance Editor, said "According to research by Skipton Financial Services, more than 60% of investors have not had their investments reviewed in over a year, with 20% conceding that it is more than three years since their last review. It is a new year and resolutions will have been made aplenty – so add reviewing your investments to your agenda." Click here to view the article online.
Andrew Barker, our Chief Operating Officer, was quoted in the Your Money page in The Daily Telegraph (Tuesday 23 November 2010). The article followed research that investors trying to ’time’ the market to chase performance are costing themselves over 1% points a year. Click here to view the article online.
Andrew said: "No one truly knows what will be the next year’s top performing fund, and anyone whose financial adviser tells them that they have a crystal ball and can predict the future is being led down the garden path. The danger of timing the market is that investors are invariably waiting for the markets to move and then jump on the bandwagon, thus missing out much of the growth they would have had by already being invested. Trying to second guess the markets is a fool’s game. The most reliable strategy is to spend time in the market, rather than try and time the market, and to diversify your portfolio."
Eric and Jill Bailey, SFS clients from Kent, appeared as a case study in an IHT article in The Daily Telegraph (Saturday 9 October 2010). Click here to view the article online.
Ian and Valerie Elliot, clients of SFS at the Northwich branch, appeared as a case study in the Daily Mail(Wednesday 15 September 2010) in an article accusing commission-chasing banks and salesmen of selling ’obsolete’ investment bonds two years after tax changes made them unsuitable for most investors. Mr and Mrs Elliot had previously been sold investment bonds by another adviser and have now invested in Isas and unit trusts with SFS. Mrs Elliot was quoted as saying, "When I was told I would have to pay so much tax on any returns, I really couldn’t see the point in these bonds." The article also quoted Andrew Barker, Chief Operating Officer, who said "The lack of transparency of investment bonds makes them much easier to sell and they offer a high commission." The article also stated that SFS stopped selling these bonds after the tax changes were introduced. Click here to view the article online.
Skipton Financial Services were mentioned in the Telegraph and Argus (Wednesday 24 August) in an article on inheritance. Our recent research was featured as well as a comment from Andrew Barker.
Skipton Financial Services were featured in the Yorkshire Post (Tuesday 16 August p3 Business) in a piece on Inheritance. The article included our recent research carried out on many receiving inheritance early.
Skipton Financial Services were featured in the Yorkshire Post (Tuesday 16 August p3 Business) in a piece on Inheritance. The article included our recent research carried out on many receiving inheritance early.
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