Archive: March 2018

Posted in News

How long will it last?

Based on research by Legal & General It is a well known fact that the majority of the UK population do not save enough.  Research by Legal and General has found the average UK employee has enough savings to last just 32 days.  Should the worst happen 26% believe their savings would last less than Read More +

Posted in News

The importance of forward thinking..

…because you never know what lies ahead Circumstances change and we regularly have conversations with clients about moving house, property developments or perhaps even helping their children onto the property ladder. These are things which most people take time to consider carefully before they go ahead. What people don’t often consider is where the money Read More +

Posted in News

You know who is on Love Island..

.. but you don’t know what your State Pension might be You may have already heard something like this on the radio or on Social Media but we think it is crucial to stress the importance on knowing your future financial position. For those over 65’s on ‘average’ income 53% is derived from the State Read More +

Posted in News

Planning your day

Small wins, every day I know what it is like, walking into the office on a Monday to a desk that looks like a paper factory.  It is not a great start to the week and before the phone has even rang you feel like you are going to have an uphill struggle. 2 years Read More +

Posted in News

Chartered Status for the Office

Throughout our 47 year history we have focused our skills and attention of achieving the best client outcomes. This dedication to the financial planning professional has been recognised by the Chartered Insurance Institute with this exclusive title. We would like to begin sharing our experiences in a series of blog posts to give our clients Read More +