Resources

Resources

Making difficult financial decisions

Making difficult financial decisions

Making difficult financial decisions can mean many things to different people. Equally, for some it can weigh very heavily, whilst others find it much easier. So, what influences our ability to make those tough decisions? There is no doubt our parents and our childhood will play a large part. If you were brought up in

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Improving your relationship with money

Improving your relationship with money

Improving your relationship with money can have a huge effect on your life. Suddenly, you are no longer a slave to money, but it becomes your enabler. But what do I really mean by that? To start with it’s a good idea to reflect on your current attitude to money and how that has been

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how do you know when you are ready to retire?

How do you know when you are ready to retire?

Have you reached retirement age and now you are wondering if you are ready to retire? Or maybe you have a few years still ahead of you, and you are pondering early retirement? Of course, everybody is different – what looks great for one person doesn’t work for another, but there are definitely a few

Read More »
financial path

Why you need to keep on your financial path

I know – you’re wondering what on earth I mean about keeping on your financial path! In essence, I want you to remain focused on your financial goals, but be flexible enough to review if your end game is still the right one for you. Let’s explore that in a bit more detail by sharing

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whole family financial planning

Whole Family Financial Planning

Do you ever wonder what life would have been like if you had known more about money when you were younger?

Financial lessons weren’t ever something you were given at school. So how did you learn?

Read More »
Making difficult financial decisions

Making difficult financial decisions

Making difficult financial decisions can mean many things to different people. Equally, for some it can weigh very heavily, whilst others find it much easier. So, what influences our ability to make those tough decisions? There is no doubt our parents and our childhood will play a large part. If you were brought up in

Read More »
Improving your relationship with money

Improving your relationship with money

Improving your relationship with money can have a huge effect on your life. Suddenly, you are no longer a slave to money, but it becomes your enabler. But what do I really mean by that? To start with it’s a good idea to reflect on your current attitude to money and how that has been

Read More »
how do you know when you are ready to retire?

How do you know when you are ready to retire?

Have you reached retirement age and now you are wondering if you are ready to retire? Or maybe you have a few years still ahead of you, and you are pondering early retirement? Of course, everybody is different – what looks great for one person doesn’t work for another, but there are definitely a few

Read More »
financial path

Why you need to keep on your financial path

I know – you’re wondering what on earth I mean about keeping on your financial path! In essence, I want you to remain focused on your financial goals, but be flexible enough to review if your end game is still the right one for you. Let’s explore that in a bit more detail by sharing

Read More »
whole family financial planning

Whole Family Financial Planning

Do you ever wonder what life would have been like if you had known more about money when you were younger?

Financial lessons weren’t ever something you were given at school. So how did you learn?

Read More »
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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.

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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.