Welcome to our Guide to Life Insurance Protection. It’s not easy to think about how you would secure your family’s future if you were no longer around. Understandably, we would rather not think of the time when we’re no longer around. But it’s important to protect the things that really matter – like our loved…
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Do you have a five year plan for a comfortable retirement? Retiring is a huge life event and the very concept of retirement is changing with phased retirement becoming more common. The way we access our pension is now a lot more flexible, and it’s no secret that in the UK we’re living longer than…
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We’re delighted that our Digital Marketing Coordinator has been shortlisted at the Professional Adviser’s New Talent Awards 2019 for the ‘Marketer of the Year’ category. The Professional Adviser has launched its inaugural New Talent Awards in partnership with Architas to celebrate the emerging talent in financial advice – recognising and identifying the sector’s future leaders…
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No two people have identical financial circumstances, which is why it’s essential you have your own total wealth solution that meets your individual needs and goals. Planning for financial success can be complicated in today’s world. A broad knowledge of everything from complex retirement and investment products to risk management strategies and tax laws is…
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A total wealth solution has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you…
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We’ve put together some steps to help you create a total wealth solution. If you do not know where you are going on your journey, how will you know when you arrive? This is very true about the importance of having financial goals. You need to set financial goals to help you make wise financial…
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Financial well-being ultimately comes from achieving financial security and independence. When you’ve reached a state of financial well-being, you’ve got to a point where you have a sufficient level of income for your lifestyle needs, enough capital to give you peace of mind, and the knowledge that whatever happens you, your family and business are…
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We’ve put together a list of the ‘top 5’ tax planning tips to consider before 5 April 2020, the end of the 2019/20 tax year. Making sure you use up any allowances you are entitled to is the first step to reducing the amount of tax you may be liable to pay. The rates given…
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If something should happen to you, the last thing you want is for you or your family to be worrying about money. One of the most important aspects of your financial planning should be to ensure that you’ve made provision for your family and any dependants in the event of a serious illness, injury or…
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Today, you’ve got a number of options and permutations available when it comes to turning pensions into money you can use. But lots of choice can also mean increased confusion. Your retirement might seem like a far off prospect, but knowing how you can access your pension pot can help you understand how best to…
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If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need? Your destiny is in your own hands. In trying to answer these questions, you face a problem. Because of longevity trends, we are on average living longer. With longevity increasing,…
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We’re delighted to announce that we’ve once again been shortlisted in the MoneyAge Awards 2019 for the ‘Financial Adviser of the Year (medium to large)’ category. No in their 4th year, the MoneyAge Awards celebrate the excellence, innovation and professionalism in the ever expanding and innovative personal finance space. It honours the financial specialists who…
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