We’re at that time of year again when nearly 50% of Health Insurance customers are getting ready for their upcoming policy renewal in January. Many will simply renew without really thinking about it to any great extent – the Health Insurance providers are delighted when this happens! However more and more people are aware of

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12th December, 2018

Posted In: Advice, Financial, Health, Insights

This is the latest in our series of articles that consider the financial challenges for clients at a specific stage in life. This time we’re looking at people who are in their 50’s. This is a really important stage in your financial life as it is often the time in life of maximum income and

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12th December, 2018

Posted In: Advice, Financial, Insights

We recently wrote about why people should be thinking about their retirement in their 30’s, and why this is the time when you should start seriously saving to achieve your desired lifestyle in retirement. We got a great reaction to this article, and were asked by a number of people in their 40’s for some

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8th October, 2018

Posted In: Advice, Insights

We are in the business of helping you to achieve the life that you want to lead, through wise management of your money and by helping you to establish sound financial behaviours. We know from experience that developing a financial plan for you is the first step to enabling you to achieve your desired lifestyle,

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8th October, 2018

Posted In: Advice, Insights

Well the short answer is no, you’re not mad to be thinking about retirement in your 30’s. Of course it is not going to be foremost in your mind as there are lots of competing priorities – a house to be bought, maybe a wedding to be celebrated or a family to be started. And

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3rd August, 2018

Posted In: Advice, Financial, Insights

Hopefully the lovely summer of 2018 has given you an opportunity to get outside and live life to the full. Maybe you’ve been dreaming about how you would like to live your life in the future too? We’ve also done some thinking on this and have set out 8 ways in which careful management of your finances

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3rd August, 2018

Posted In: Advice, Insights

The traditional view of health insurance is that it is a very important cover for families to put in place to protect themselves when they get sick. It has enabled families to afford better healthcare privately by enabling them to access more privacy in hospitals, access to private hospitals and the services of expert consultants

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5th June, 2018

Posted In: Advice, Health, Insights

In financial advice businesses such as our own, not all of our time is spent dealing with the implementation and servicing of financial products on behalf of our clients. Because financial planning is so much deeper than simply putting products in place. Instead our clients today come to us with relatively simple questions (that are

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5th June, 2018

Posted In: Advice, Financial, Insights

When we’re designing an investment portfolio for our clients, we take into account quite a number of considerations. We start by understanding your investment goals and time horizons, and then we build a full understanding of your liquidity requirements, any asset class preferences that you might have and also the returns that you expect. This

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5th June, 2018

Posted In: Advice, Financial, Insights

Income Protection is that still relatively rare product in many people’s financial portfolio. Why is this? Particularly when it covers far and away your biggest asset, your income. The reason we believe that income protection remains ignored by many people is because they don’t have to take out this cover. Unlike car insurance, which is required to

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22nd March, 2018

Posted In: Advice, Financial, Insights

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