A recent study has shown that two in three adults in the UK don’t have any life insurance. For the lucky people who own their homes without a mortgage the lack of life insurance shouldn’t cause them much of a headache, but if you, like most homeowners, have a mortgage then life insurance should be […]
An inheritance from a loved one is their final gift to you which would serve as a wonderful reminder of the person who has made it all possible. However, in certain instances you might think that other people, perhaps family members, charities or anyone you feel could benefit more from an inheritance, should have received […]
A new client is someone who typically has been introduced to us by an existing client and they have a need to talk to someone about a financial matter such as their pension or how they can create an investment. We sometimes call this ‘the messy part’, anxiety levels may be riding high and confidence […]
Have you noticed that your corporation tax bill keeps getting bigger? But have you ever thought about how a pension can help? If we’re being honest, I’d guess probably not. But there are many ways in which your business could benefit from getting the most out of your pension. We see a lot of clients […]
When we start out in our working lives we all look to work as hard as we can, so we can enjoy life to the full. For some this is going on lovely holidays all over the world, for others this is being able to treat the family and for some it is simply the […]
The starting point is always the same… You have found the new house or investment property and it becomes ‘all you ever wanted’, ‘the house of your dreams’, ‘Where we can start a family’ or ‘this will be a good investment’ and so you plan and plot and scheme about the future and the shape […]