Blog Archives

Protect the things that mean the most to you

Cohabiting families risking their family’s financial future The lifestyle of our loved ones may be seriously compromised if we die. However, very worryingly, more than 2.4 million cohabiting families across the UK – the fastest-growing family type in the country

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Financially unprotected

Dads putting their family’s financial security at risk if the unexpected were to happen What would happen to you and your family in the event of unforeseen circumstances, such as the diagnosis of a serious illness or premature death? Worryingly,

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Protecting your finances and well-being

Millions of Britons face financial fallout should serious illness strike It’s easy to think that we will never be diagnosed with a critical illness, particularly when we feel healthy and energetic, but we can fall ill with very little warning.

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Getting your affairs in order

What you have and what you want to happen to it Everyone should have a Will, but it is even more important if you have children, you own property, you have savings, investments or insurance policies, or you own a

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Safeguarding wealth for future generations

New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.

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Money’s too tight to mention

Planning financially for long-term sickness How would you pay the bills if you were sick or accidentally injured and couldn’t work? According to research by Unum and Personnel Today, just 12% of employers support their staff for more than a

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Financially exposed

Do you have a financial plan in place to help protect your home? Taking out a mortgage is the biggest financial commitment many of us will ever make, and having a financial plan in place will help protect your home

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Saving for a rainy day

Understanding why your lifestyle makes it more relevant and real From the old adage of saving for a rainy day to planning for a comfortable retirement, before you can actually define your investing goals you need to ask yourself what

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Lack of preparation for the unexpected

A quarter of us could only afford to pay household bills for a maximum of three months Protecting your family should underpin financial planning, and it can also be a key business tool or estate planning mechanism. But, despite this,

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Income protection

Research highlights existing gap between awareness and prioritisation Having a clear understanding of your protection requirements and the importance of getting the right professional financial advice are essential, and they will be of increasing significance from April when working age

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