Monthly Archives: October 2013

Safeguarding your 
income and family wealth

Posted on October 28, 2013 by - News, Protection, Uncategorized

We can help provide significant peace of mind to you and your family

What would happen to your family if something were to happen to you or your partner? We all want to protect what’s important to us. And while most people recognise the importance of taking out insurance to cover valuable possessions such as their homes and cars – even pets – far fewer have sufficient protection in place to protect themselves or their families should something unexpected happen to stop them earning income. (more…)

Why it pays to be smart when planning your legacy

Posted on October 28, 2013 by - Protection, Uncategorized

Ensure your inheritance goes to loved ones and not the taxman

Inheritance tax (IHT) is becoming an issue for an increasing number of people in the UK. None of us likes to entertain the thought of our own death and what would happen to our family after such an event. However, a financial plan for your death is vital, especially if you have dependants. (more…)

What to consider if you are
 approaching your retirement

Posted on October 28, 2013 by - News, Retirement, Uncategorized

Make sure you have enough income to provide for your needs in the future

Sooner or later we will retire, and the decisions we make today are the ones that will determine the standard of living we will enjoy in the future. If you are approaching your retirement there are some very important choices you need to make that will determine how much income you live on once retired. (more…)

Do you have a 
long-term 
investment 
strategy?

Posted on October 28, 2013 by - Investment, News, Uncategorized

Keep focused on your end goals and don’t let market noise sway you

The complexity of today’s economic and global conditions, coupled with uncertainty in Europe, North America and China, have combined to create a degree of cautiousness among many investors. A long-term investment strategy could provide you with a clear advantage during uncertain times. (more…)

Make writing your will your top 2014 
New Year resolution

Posted on October 28, 2013 by - News, Protection, Uncategorized

Save your loved ones from any additional stress at what is likely to be a very difficult time

As much as we might not want to think about it, we are all going to die one day. Most of us know that we should write a will, but most of us never get round to it. Do you fall into this category? If the answer is ‘yes’, as the New Year approaches make writing your will your top 2014 resolution. (more…)

Enjoy the time of your life

Posted on October 28, 2013 by - Investment, News, Retirement, Uncategorized

Have you given full consideration to your long-term pension investment strategy?

Reviewing your 
retirement planning
Having a pension today is recognised as just one important step along the path to achieving your dreams once you have stopped working. Now, not only must you carefully consider where you actually invest your pension money and how you are going to use your pension, but if appropriate you should also review other forms of retirement savings. Reviewing your retirement planning is critical, and probably the single most important decision you can make to help you realise your long-term goals. (more…)