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The main aim is to change the financial language and abbreviations which can just confuse you. So, please keep up to date with all of our latest blog posts to gather more insights into the world of financial adulating. Don’t forget to subscribe to our mailing list for more insights.
Services
Financial Review
A financial review will access your current circumstances, policies, financial commitments, income and expenditure each month. This will help identify, any gaps in your cover or none existent cover. Ensure, policies are put into Trust and of course you're paying the right price.
Mortgage Advice
Buying a home is the most important financial decision of your life. We offer a comprehensive range of products and repayment options to suit your needs. Helping you, make the right choice on term time, monthly repayment and interest rate.
Will Writing
Writing a Will allows you to chose guardians for your children, name executors to help with handle your estate if you are no longer here and avoids probate. Choosing a specific gift to pass onto somebody close or declaring your preferences on your own funeral.
Blog
Income Protection Awareness Week (IPAW) running from 18th September to 22nd September. Will provide other advisors with useful tip and tools of the trade to help them talk about income protection.
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Private medical insurance will allow you to access high-end private treatment, surgery, technology and appointments. Bypassing NHS wait times, will avoid further unnecessary stress on yourself, giving you treatment and a diagnosis as soon as possible.
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Landlord insurance, can feel like a minefield for the with the lack of education out there and the general trend of our population using comparison sites thinking their getting a great deal.
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In this latest blog post, I will delve into the additional benefits that are on offer and how to access them. Some of these benefits are included at an extra cost and some of the benefits are pretty much included as standard across the board.
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One key policy that should be considered essential is Shareholder Protection. When a business owner or shareholder dies, their shares will be passed onto their spouse or beneficiary.
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Running your own business can feel like there is never enough time in the day, where business owners are forced to work long hours. That’s why employers aim to surround themselves with good employees.
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Armed Forces Help to Buy Scheme, the scheme is worth of £200-million and enables servicemen and women to borrow up to 50% of their salary up to a maximum of £25,000.
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Income Protection ‘Business & Personal Sick Pay’ This could be the most important policy that you have in place.
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Is a life Insurance policy with a difference. On a life insurance policy your family will receive a lump sum pay-out from, if you die within the terms of your agreement.
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Congrats you are now planning on buying your first home. I’ve done some research on Help to Buy ISA’s and Lifetime ISAs, which are both a great way to help you save for that first property.
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Have you ever considered what would happen if your child was diagnosed with a serious illness? How would you survive financially?
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A quick article on why we need to have a Will in place and what you need to consider, before writing.
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