Who we are
It’s important to us that you get to know who is looking out for your financial future. Meet our team and discover our experience and see why we are perfectly placed to provide you financial advice.
Find out more about usGuide to Lifetime ISA
26th May 2017
The start of the new tax year on 6 April 2017 saw the launch of the Lifetime ISA (LISA), which was announced in the 2016 Budget. This is a new type of Individual Savings Account (ISA) designed to help you save for a first home or for your retirement at the same time. To be eligible, you have to be aged between 18 and 39 years old (up until your 40th birthday).
