Wednesday, 01 April 2020
Right now, people are looking at ways to cut spending, especially with concerns over current and future income. This article answers some of the most common questions we’ve received about Life, Illness & Income Protection policies
Friday, 20 March 2020
At retirement most private pension holders are offered a choice to take a fixed, guaranteed income for life, known as an Annuity, or transfer the balance of their pension (after withdrawing the Tax Free Lump Sum) to an Approved Retirement Fund
Thursday, 12 March 2020
Following the release of recommended guidelines for businesses from the Department of Health, we have taken the decision to close the office from 5pm on Friday 13th March until March 29th or later, depending on additional instruction.
Thursday, 12 March 2020
If you’re reading this then, as a human being, you’re looking for one thing above all others –certainty. Nothing gives more reassurance and comfort to a person than absolute certainty about what will happen in the future.
Monday, 09 March 2020
For anyone starting a Financial Planning Programme, Old Pension Plans are really good place to start. What I mean is that it is extremely easy to get amazing benefit in a relatively simple manner. And by amazing benefit, I’m talking about money
Monday, 23 December 2019
At this time of year I enjoy nothing more than opening my email archive and pulling out the communications from January 2019 to see what the ‘experts’ were forecasting for the year ahead.
Monday, 02 December 2019
Concepts like ‘Retirement’ or ‘Savings’ are far too vague and lacking in meaning to act as a real incentive to change. Instead we need real world goals that are genuinely impactful and emotionally connected
Sunday, 29 September 2019
As we approach October 31st, it is a very important time to take stock and see if you are in a position to reduce your income tax bill for 2018.
Tuesday, 24 September 2019
We would assume that ‘actions’ from advice are agreed to and implemented quickly, but once again the reality is far less simple!
Thursday, 19 September 2019
The big difference between the advice you get from a Financial Planner and a Sales Person
Wednesday, 28 August 2019
At its core, Cash-Flow Modelling looks at your income and your expenditure every year for the rest of your life, with the goal that at no point is spending higher than earnings.
Tuesday, 06 August 2019
The Pain (and much larger Gain) of looking at your financial circumstances
Friday, 19 July 2019
In my first piece for this series I wrote about the motivations for going to see a financial advisor. I propose that it is not as simple a question as it first seems and that there are often a whole number of sometimes complimentary, but often conflicting
Thursday, 11 July 2019
In most walks of life, your arrival into the office or shop of a service provider clearly identifies a need that you have. If you arrive at the reception of a car showroom, it’s probably because you need a new car but if you make contact with
Friday, 28 June 2019
We are delighted to receive accreditation's which meet the highest standards of innovation, verified performance, trust and customer centricity.
Thursday, 30 May 2019
We are delighted to be our launching our new website and look forward to working with you in the coming months.