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It’s different for women

8th October 2019

When it comes to financial planning, we are all individuals. Yet some financial issues tend to befall women much more than men. As a result of lifestyle and career reasons many women find themselves facing different challenges than men. As Amanda Newell, Financial Planner explains, these challenges generally fall... read more

Posted in: Financial Planning, Investments, News, Retirement Planning

Gold Standard Award for Pension Transfers

19th June 2019

The Fry Group* has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Pensions

Listening and Learning

2nd May 2019

David Pugh, our Global Head of Sales and Marketing, explains why client feedback is so important to us. One of our six company values is to delight our clients. And sometimes getting to grips with finances feels far from a delight! We know that for many the thought of... read more

Posted in: News

Key Investment Trends for 2019

27th March 2019

Understanding the global factors which impact world markets is invaluable when investment planning. Key investment trends were explored as part of our annual investment conference, held in January over five locations across the world. Clients joined our teams to hear from Gary Dugan, CEO of PAM, about the major... read more

Posted in: Financial Planning