Safeguarding your 
income and family wealth

We can help provide significant peace of mind to you and your family

What would happen to your family if something were to happen to you or your partner? We all want to protect what’s important to us. And while most people recognise the importance of taking out insurance to cover valuable possessions such as their homes and cars – even pets – far fewer have sufficient protection in place to protect themselves or their families should something unexpected happen to stop them earning income. Continue reading…


Why it pays to be smart when planning your legacy

Ensure your inheritance goes to loved ones and not the taxman

Inheritance tax (IHT) is becoming an issue for an increasing number of people in the UK. None of us likes to entertain the thought of our own death and what would happen to our family after such an event. However, a financial plan for your death is vital, especially if you have dependants. Continue reading…


What to consider if you are
 approaching your retirement

Make sure you have enough income to provide for your needs in the future

Sooner or later we will retire, and the decisions we make today are the ones that will determine the standard of living we will enjoy in the future. If you are approaching your retirement there are some very important choices you need to make that will determine how much income you live on once retired. Continue reading…