Resources

Resources

financial planning the younger generation

Financial Planning – The younger generation

I wish I could turn the clock back and tell 20 something me, what 60 aged me knows! We would all benefit from hindsight sometimes, but what would we tell ourselves if we could wind back time? When we are young, we think anybody over the age of 40 is old! What do they know?

Read More »
your life story

Your life story and how it shapes you

I have talked before about my own life story. How my childhood and my parents’ financial attitudes affected my own relationship with money. But what is shaping your approach? When we first consider this, we tend to look back to our childhood. Was money in short supply and how did that affect us? Did it

Read More »
Your forever home

Is your house your forever home?

You might wonder why I am asking if your house is your forever home. Why does that matter? Well actually, it is more important than you might think. A forever home means different things to different people. For you, it may mean a cosy cottage in the country – you don’t want a large house

Read More »
what happens if you don't have enough?

What happens if you don’t have enough?

Financial life planning is all about ensuring you have sufficient funds to support the lifestyle you want – both now and in the future. But what happens if you don’t have enough? I always start by recommending clients complete their Return on Life Index Assessment. You can do that here: … This gives you a

Read More »
What will your legacy be?

What will your legacy be?

Have you decided what your legacy will be when you are no longer here? Of course, that can mean many things, but let’s explore a few of them… For most people, the legacy they care most about is their family and loved ones. You want peace of mind that when you are no longer able

Read More »
Hitting an age milestone

Hitting an age milestone – What to consider

Getting to one of those ages with a zero at the end always generates mixed feelings… When you reach 10 (can you remember that far back?) you feel you have become a “big person”. You’ve reached double digits – and it’s exciting! You don’t really need to consider anything right now, except what’s for tea?

Read More »
financial planning the younger generation

Financial Planning – The younger generation

I wish I could turn the clock back and tell 20 something me, what 60 aged me knows! We would all benefit from hindsight sometimes, but what would we tell ourselves if we could wind back time? When we are young, we think anybody over the age of 40 is old! What do they know?

Read More »
your life story

Your life story and how it shapes you

I have talked before about my own life story. How my childhood and my parents’ financial attitudes affected my own relationship with money. But what is shaping your approach? When we first consider this, we tend to look back to our childhood. Was money in short supply and how did that affect us? Did it

Read More »
Your forever home

Is your house your forever home?

You might wonder why I am asking if your house is your forever home. Why does that matter? Well actually, it is more important than you might think. A forever home means different things to different people. For you, it may mean a cosy cottage in the country – you don’t want a large house

Read More »
what happens if you don't have enough?

What happens if you don’t have enough?

Financial life planning is all about ensuring you have sufficient funds to support the lifestyle you want – both now and in the future. But what happens if you don’t have enough? I always start by recommending clients complete their Return on Life Index Assessment. You can do that here: … This gives you a

Read More »
What will your legacy be?

What will your legacy be?

Have you decided what your legacy will be when you are no longer here? Of course, that can mean many things, but let’s explore a few of them… For most people, the legacy they care most about is their family and loved ones. You want peace of mind that when you are no longer able

Read More »
Hitting an age milestone

Hitting an age milestone – What to consider

Getting to one of those ages with a zero at the end always generates mixed feelings… When you reach 10 (can you remember that far back?) you feel you have become a “big person”. You’ve reached double digits – and it’s exciting! You don’t really need to consider anything right now, except what’s for tea?

Read More »
Start getting a return on your life…

First steps: Take your free Return on Life Index assessment

If you’d like to learn more about how we can help you, give us a call on 01344 875 310.

need-help-with-estate-planning
need-help-with-estate-planning

Need help with updating your Will, or setting up a Trust or Lasting Power of Attorney?

Maybe you need some support with handling probate? Or you have a loved one faced with long term care?

We can help.

need-help-with-your-finances
need-help-with-your-finances

Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.