Resources

Resources

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,

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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

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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 »
lifestyle financial planning

Why Lifestyle Financial Planning could work for you

So you’ve read some of our website, and you’ve heard about lifestyle financial planning, and now you’re wondering if it’s right for you. For those over “ahem”, a certain age (45+), we have been brought up with certain life expectations… We do our time in education, and then move on to have a career. Coupled

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 »
lifestyle financial planning

Why Lifestyle Financial Planning could work for you

So you’ve read some of our website, and you’ve heard about lifestyle financial planning, and now you’re wondering if it’s right for you. For those over “ahem”, a certain age (45+), we have been brought up with certain life expectations… We do our time in education, and then move on to have a career. Coupled

Read More »

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.