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The Bottom Line April 2016

CHARITY BALL A GREAT SUCCESS!

Our Stand Up to Cancer Charity Ball / Comedy Night took place on Saturday 15th October at the Village Hotel, Bury. Friends, colleagues, clients and local businesses all attended and were entertained by MC Rob Hallam and three other comedians. Also speaking at the event was Dr Allan Jordan from Cancer research UK who praised the efforts of the organisers and said, “Without funds raised from events like this, our battle with cancer would be impossible. We are making great strides and the new research facility (across from

The Christie, Manchester) is now an internationally renowned hub for cancer research. Thank you so much for your support!”

We would like to take this opportunity to thank everyone who attended the ball - it was a great night! The support given was overwhelming and a testament to the great relationships we have with our friends and colleagues. We are now thinking how we can better it next year!

Photo shows Sarah Buckley of Northern Star with Dr Allan Jordan of Cancer research UK and the cheque for £7,500 - (Ed – actually total now £7,700!)

FOOTBALLER RECEIVES OUR SUPPORT!

Katie Halligan, 16, has been signed by Huddersfield Ladies to play in the FA Women’s Premier League North at the Stafflex Arena. A life-long friend of Emily (Sarah’s daughter), Katie is a talented midfielder and we are following her career with pride and excitement!

TRANSFERRING CHILDREN’S TRUST FUNDS TO JUNIOR ISAS

After much lobbying the Government finally agreed to allow CTFs to be converted into Junior ISAs from 6 April 2015.

But just because you can transfer, is it worth doing?

Yes, absolutely –

• If you wish to invest rather than save cash on deposit, whilst offer more product choice and flexibility.

• Watch out for potentially high charges within your investments.

As this is a permanent decision, you need to be sure that you want to transfer into the Junior ISA scheme, as you can’t switch back. As always – come in for a chat about what is best for your individual situation.

MIKE TAKING ON MORE RESPONSIBILITIES

Mike is receiving great support from Kat, our new administrative assistant and because of this is now looking after more investment clients alongside auto enrolment and mortgage advice.







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Northern Star Financial Management Ltd · 52 Bolton Street · Ramsbottom, BL0 9HX · United Kingdom

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