Resources

Resources

Is it time to consider the next chapter of your life?

Is it time to consider the next chapter of your life?

There is no doubt that 2020 has been a year like no other. We have all faced challenges we would rather not have, and for many that has caused us to re-evaluate and reflect on our lives. It’s easy to assume that just because we have always done something a certain way, it has to

Read More »
Outside the bucket

What is outside of your bucket?

You will recall that I recently shared with you what is inside your bucket. Why that is important and what you need to think about moving forward. So, this time we are going to focus on what’s outside of your bucket… In essence, everything that you can’t immediately turn into cash belongs in this category.

Read More »
business as pension

Your business – How will it affect your LifePlan?

Many business owners assume that their business will be their pension. But making that assumption can be dangerous, so I want to share some things for you to consider. In light of what we have all faced in 2020, I think it’s fair to say none of us can make assumptions in life. And that’s

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 »
Is it time to consider the next chapter of your life?

Is it time to consider the next chapter of your life?

There is no doubt that 2020 has been a year like no other. We have all faced challenges we would rather not have, and for many that has caused us to re-evaluate and reflect on our lives. It’s easy to assume that just because we have always done something a certain way, it has to

Read More »
Outside the bucket

What is outside of your bucket?

You will recall that I recently shared with you what is inside your bucket. Why that is important and what you need to think about moving forward. So, this time we are going to focus on what’s outside of your bucket… In essence, everything that you can’t immediately turn into cash belongs in this category.

Read More »
business as pension

Your business – How will it affect your LifePlan?

Many business owners assume that their business will be their pension. But making that assumption can be dangerous, so I want to share some things for you to consider. In light of what we have all faced in 2020, I think it’s fair to say none of us can make assumptions in life. And that’s

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 »
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.