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May 2011 - Do You Act as a Trustee
If so, you should be aware that Trustees have always been subject to a general duty to ensure that they act with the best interests of the beneficiaries in mind at all times Read more
3.8.10 - Preparing for 2012 - Nest
workplace pension schemes
income of retirees for longer with less investment.
National Employment Savings Trust (NEST) Read more
5.7.10 Start Early for Greater Rewards
The money saved between the ages of 25 and 35 could account for half of your overall amount when you reach 65. Read more
DAVID ISAACS
David Isaacs has worked in financial services since 1975. He was tied to a national insurance company until 1992, when he started his own Independent Financial Advisory firm being directly regulated by the then regulator. In 2003 he sold his business to Campbell Dallas Financial Service Ltd. and became a consultant to the company working in Stirling and the Central Region, being made directly responsible for the client connections in that area. His area of expertise is in pensions and investments within the firm, and he brings many years of experience to a most complex subject.
telephone: 01786 849 234 email: david.isaacs@cdfs.co.uk
