We are delighted to announce that, with effect from July 18th, SG Holding and Partners merged with Cambrian Chartered Financial Planners. Bill & Helen Dalling will retire in due course, as will Ralph Patterson. Both Bill & Ralph are working strenuously to ensure that the handover goes ahead as smoothly as possible. (more…)
The Finance Bill 2018/19 draft legislation published just before the summer holidays has confirmed the following measures: (more…)
Cambrian Associates Ltd trading as Cambrian Chartered Financial Planners was originally founded in 1973 and the original Principal, Roger Taylor, is still the Managing Director. We are the largest firm of Charted Financial Advisers in North Wales with income from commission and fees in 2018 likely to exceed £4 million. (more…)
The Bank of England did not raise interest rates in May, despite earlier suggestions that it would.
In line with the General Data Protection Regulation we have updated our Privacy Notice.
Our Privacy Notice is included in our Client Agreement but it can also be found under the documents section of our website.
To read our Privacy Notice you can follow this link – http://www.cambrian-associates.co.uk/about-us/documents-and-literature-library/
Due to internal promotion, we are seeking a Front of Office Assistant to join our thriving business.
There are advantages to planning your ISA investments around the start of the tax year.
With ISAs all the taxation benefits occur after investment is made, yet the focus is often on year-end contributions. Various articles on ISAs filled the weekend press in March, and are set to re-emerge like a financial sign of spring in 12 months’ time. (more…)
There will be no Spring Budget this March, but that does not mean the Chancellor is staying silent.
February and March are rightly popular times for reviewing and making pension and ISA contributions. By this stage you should have a good idea of what your income for the tax year will be and how much you may be able to contribute as a one-off payment before 6 April arrives.
- Stamp duty to be abolished immediately for first-time buyers purchasing properties worth up to £300,000