Resources

Resources

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

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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?

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How much is enough?

How much is enough?

How much is enough? That’s a question I get asked quite often. And it’s also one I ask my clients when we first talk about putting in place a LifePlan. I often a share a book with clients called Enough – How Much Money do You Need for the Rest of Your Life? By Paul

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changes in circumstances

Changes in your Circumstances – What to Consider

If ever there was a time to take stock and review your life, the decade we are now in has to be it. No matter how much planning we may have done, we could never have predicted a global pandemic and the terrible tragedy in Ukraine. And that’s just two events – there are so

Read More »
living life on purpose

Living Life on Purpose

Living Life on Purpose – what does that mean to you? This is about your reason for getting up in the morning. What sparks you to have a spring in your step? It’s easy for us to focus on money and what that delivers for us. But the excitement of buying more “things” soon wears

Read More »
holiday of a lifetime

Holiday of a Lifetime – When and How should you take it?

Dreaming of your holiday of a lifetime? What if you were planning it, instead of wondering if that dream was ever going to come true? That is possible, so let’s talk about that a bit more. After all, who doesn’t want to think about something exciting in dreary January? A holiday of a lifetime can

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 »
How much is enough?

How much is enough?

How much is enough? That’s a question I get asked quite often. And it’s also one I ask my clients when we first talk about putting in place a LifePlan. I often a share a book with clients called Enough – How Much Money do You Need for the Rest of Your Life? By Paul

Read More »
changes in circumstances

Changes in your Circumstances – What to Consider

If ever there was a time to take stock and review your life, the decade we are now in has to be it. No matter how much planning we may have done, we could never have predicted a global pandemic and the terrible tragedy in Ukraine. And that’s just two events – there are so

Read More »
living life on purpose

Living Life on Purpose

Living Life on Purpose – what does that mean to you? This is about your reason for getting up in the morning. What sparks you to have a spring in your step? It’s easy for us to focus on money and what that delivers for us. But the excitement of buying more “things” soon wears

Read More »
holiday of a lifetime

Holiday of a Lifetime – When and How should you take it?

Dreaming of your holiday of a lifetime? What if you were planning it, instead of wondering if that dream was ever going to come true? That is possible, so let’s talk about that a bit more. After all, who doesn’t want to think about something exciting in dreary January? A holiday of a lifetime can

Read More »
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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.

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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.