Investment Principles Guide
Posted by siteadmin on Friday 29th of May 2020
Please click HERE for your Investment Principles Guide which walks you through the process to investing!
Personal and Family Protection Guide
Posted by siteadmin on Thursday 28th of May 2020
We have seen an increase in conversations due to Coronavirus in the area of protection. Please click HERE for your own 'Personal and Family Protection Guide' and speak to us with any questions you have!
The Value of Advice
Posted by siteadmin on Monday 18th of May 2020
Please click HERE for your Value of Advice Guide
Income and Expenditure Document
Posted by siteadmin on Wednesday 13th of May 2020
It's good to talk
Posted by siteadmin on Thursday 30th of April 2020
While, for many, discussions about money can be extremely uncomfortable, experts have long stressed the best approach to financial issues is invariably to talk about them. Indeed, perceived wisdom suggests the more open and honest people are about money, the better their life and relationships tend to be.
Finance: the last taboo
There’s a wide variety of reasons why people don’t like to discuss their finances. In some cases, money is simply viewed as a vulgar subject to talk about, while many individuals lack financial confidence and therefo...
Investor Update 27 April
Posted by siteadmin on Monday 27th of April 2020
First of all, in this difficult time, we hope that you and your family are well and continuing to manage through this extraordinary and tough period.
We continue to see significant volatility in global equity markets with large daily falls and gains seemingly now the norm. With this in mind, it is really important that you think twice before taking any action over your pensions and investments.
European markets followed the US market on Friday (24 April 2020) falling on the back of the news that Gilead Sciences’ drug remdesivir did not i...
Think Twice Before Cancelling Your Protection Policies
Posted by siteadmin on Monday 20th of April 2020
Life Insurance: It’s not for you, it’s for them! Life insurance is for your loved ones to make sure there is a roof over their heads and food on their table. It’s to ensure that they can continue to do the things in life you’d want them to, if the worst happened and you weren’t around.
You would want to be covered in the unlikely event that you were to die from COVID-19.
The cost of life insurance rises as you get older, so retaining your existing policy will help ensure you benefit from, in most cases, a lower monthly premium than you...
The importance of staying protected
Posted by siteadmin on Monday 30th of March 2020
Coronavirus is having a huge impact on all of our lives and, it goes without saying, that this must be a very unsettling time for everyone. Not surprisingly, we've received a number of queries from our clients in relation to protection cover and claims which I have made every effort to provide answers to in the following Q&A section.
Am I still covered?
Providing you have paid your monthly premiums with your insurer, the cover we arranged remains in place and the terms of it are unaffected by the Coronavirus outbreak. If you have missed any ...
