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Isle of Man State Pension – Are you 43 or younger?

10 March 2023 by Joanne Dugdale

❓Isle of Man State Pension - Are you 43 this year or younger? 📉A recent actuarial review of the Isle of Man National Insurance fund states that … [Read more...] about Isle of Man State Pension – Are you 43 or younger?

Filed Under: In the news

Tips to Manage Inflation

29 April 2022 by Joanne Dugdale

We are all feeling the impact of recent price increases whether it is our grocery shopping, fuel or energy bills. The IOM Treasury Minister announced … [Read more...] about Tips to Manage Inflation

Filed Under: Personal Insights

Smart Money: 4 ways to Spring Clean your Finances

18 March 2022 by Joanne Dugdale

As I write this the sun is shining, I see blue skies, daffodils and there are rows of shiny Easter eggs in the shop.  My favourite time of year, … [Read more...] about Smart Money: 4 ways to Spring Clean your Finances

Filed Under: Personal Insights

Citywire New Model Adviser: Interview with Joanne Dugdale

10 February 2022 by Joanne Dugdale

Citywire were interested in hearing how a Manx financial adviser Jo Dugdale set up her business on the island in 2019 and the impact of the … [Read more...] about Citywire New Model Adviser: Interview with Joanne Dugdale

Filed Under: In the news

Chartwell wins UK Best Adviser Firm under 3 years’ for the second successive year

10 February 2022 by Joanne Dugdale

We are very happy and proud to announce that, Chartwell, has been named as the ‘UK Best Adviser Firm under 3 years’, for the second successive … [Read more...] about Chartwell wins UK Best Adviser Firm under 3 years’ for the second successive year

Filed Under: In the news

8 Financial Planning Myths

18 January 2022 by Joanne Dugdale

What is holding you back from speaking to a financial planner? Let me bust some of the myths people have, that stop them making that call. 8 … [Read more...] about 8 Financial Planning Myths

Filed Under: Personal Insights

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  • In the news (3)
  • Personal Insights (19)

Latest Blog Posts

  • Isle of Man State Pension – Are you 43 or younger?
  • Tips to Manage Inflation
  • Smart Money: 4 ways to Spring Clean your Finances
  • Citywire New Model Adviser: Interview with Joanne Dugdale
  • Chartwell wins UK Best Adviser Firm under 3 years’ for the second successive year

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