Resources

Resources

What is inside your bucket?

What is inside your bucket?

I know – you’re wondering if I have lost my marbles! Just what on earth do I mean about your bucket, and why does that even matter? OK, let’s step back a bit… Assuming you are not already retired, you have access to income and cash. We call that liquid assets. Or, in the world

Read More »

Avoiding the pitfalls of retirement

A friend recently shared a story with me that really resonated about some of the challenges of retirement… Her grandmother told her that about six months after her grandfather retired, she came downstairs one morning to find him sitting at the dining room table with his head in his hands crying. He was a very

Read More »
LifePlan Index

Creating your LifePlan Index

So, we’ve talked before about creating positive memories and focusing on getting a return on life rather than a return on investment. Whilst the financial markets are still trying to find their way around the global Coronavirus pandemic and for the UK Brexit remains an unknown, you could be forgiven for watching your money too

Read More »
supporting your adult children

Supporting your adult children – what to think about

When I was a child my parents didn’t communicate with each other about their finances. My Father took control and my Mother was pretty much left in the dark. My Father had his own business and was successful in his own profession. When I look back at his life he had many financial opportunities, but,

Read More »
pay off mortgage

Should you pay off your mortgage?

If you were born in the 1970s or before, you come from a generation where the nirvana was paying off your mortgage. And, dependent on how many times you have moved, and how much you now owe, it is entirely feasible that you could be in a position to pay off your mortgage. Particularly as

Read More »
return on life

Return on Life not Return on Investment

You would be forgiven right now for worrying about your investments. The markets are very volatile as we all try to get our heads around the ramifications of being in lockdown, due to the Coronavirus. However, whilst it is prudent to keep an eye on your investments, and make appropriate changes, we always encourage clients

Read More »
What is inside your bucket?

What is inside your bucket?

I know – you’re wondering if I have lost my marbles! Just what on earth do I mean about your bucket, and why does that even matter? OK, let’s step back a bit… Assuming you are not already retired, you have access to income and cash. We call that liquid assets. Or, in the world

Read More »

Avoiding the pitfalls of retirement

A friend recently shared a story with me that really resonated about some of the challenges of retirement… Her grandmother told her that about six months after her grandfather retired, she came downstairs one morning to find him sitting at the dining room table with his head in his hands crying. He was a very

Read More »
LifePlan Index

Creating your LifePlan Index

So, we’ve talked before about creating positive memories and focusing on getting a return on life rather than a return on investment. Whilst the financial markets are still trying to find their way around the global Coronavirus pandemic and for the UK Brexit remains an unknown, you could be forgiven for watching your money too

Read More »
supporting your adult children

Supporting your adult children – what to think about

When I was a child my parents didn’t communicate with each other about their finances. My Father took control and my Mother was pretty much left in the dark. My Father had his own business and was successful in his own profession. When I look back at his life he had many financial opportunities, but,

Read More »
pay off mortgage

Should you pay off your mortgage?

If you were born in the 1970s or before, you come from a generation where the nirvana was paying off your mortgage. And, dependent on how many times you have moved, and how much you now owe, it is entirely feasible that you could be in a position to pay off your mortgage. Particularly as

Read More »
return on life

Return on Life not Return on Investment

You would be forgiven right now for worrying about your investments. The markets are very volatile as we all try to get our heads around the ramifications of being in lockdown, due to the Coronavirus. However, whilst it is prudent to keep an eye on your investments, and make appropriate changes, we always encourage clients

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.