Independent Insurance Advice for Life’s Uncertainties
We offer products from a range of insurers for non-investment insurance contracts covering pure protection such as term assurance, income protection, critical illness and buildings and contents insurance. You may ask us for a list of the insurers we offer insurance from.
We are not tied to any insurer and will deal with any insurer that will deal with us.
Cash Management Strategies
We offer advice and information based upon a whole of UK market analysis.
We will analyse all of your cash savings plans, work with you to work out how much you need to access and when and then provide you with a report that details where you can get the best rates and how to apply for them to optimise your returns from deposit accounts.
Holistic Financial Planning
A holistic financial plan is not based around products but rather takes a big picture view of your finances to establish where you are, where you want to be and what you need to do to get there.
A holistic financial plan is the most in-depth service that we offer. When we construct for you a holistic financial plan it will take into account cash flow throughout your life including retirement, what-if scenarios all based around your aspirations and personal priorities. We will look at all areas of your finance’s constructing a long term plan for you and optimising any areas of your finances that require adjustment.
Video Blog: Pay Yourself First
Pay yourself first is one of the foundation blocks of financial planning, in this video, I discuss how to implement paying yourself first in your financial planning.
Funding your own funeral.
Having recently suffered a loss of my own and simultaneously having the family of a client go through the same my mind has turned to the various ways in which we can fund our funerals to remove the burden from our families of worrying about how to pay for the funeral. “How much will my […]
What’s Your Perspective On Retirement?
When I was 16 years old my Grandad died suddenly, it was devastating for me and it took quite a long time to get over the shock. Eventually, though you start to accept these things as he was old. However, as I got older I realised he was only 66! To a 16 year old […]
The Bank of Nan and Grandad
Last year the BBC reported that the age of an average first-time property buyer was now between 27-34 depending on where in the country you happen to live. It’s not that surprising that the age has been creeping up over that last couple of decades as house prices have increased exponentially and wages haven’t it […]
Cookie Policy
Cookie Policy Google Analytics Our website uses a service called Google analytics that collects data on how our website is used so that we can constantly improve and tailor both the layout and the content to make it better for visitors. Google Analytics may collect information about your computer, including your IP address, operating system […]
Can My Child Have an ISA?
When Does The Tax Year Start & End?
https://www.youtube.com/watch?v=2mpehmuaN5s
