Offering advice on Pensions, Investments, Mortgages and Insurance. Authorised and regulated by the FCA
Providing professional independent advice which protects and enhances clients' assets and builds long-term relationships based on trust, mutual respect and integrity.
09/11/2022
28% of people who work full time are working more than 48 hours a week 🕛
Our research also shows that some people working the longest hours are in financial crisis, or close to it, as they're unable to pay their regular bills.
Our cost of living hub has helpful resources and information on how to access support. Find out more: http://ow.ly/nXuU50LcbXt
23/03/2021
19/03/2021
https://youtu.be/96E29bpT_J4
If you need help assessing your protection needs give us a call for a free consultation.
Deadline to Breadline Research Our Deadline to Breadline Research assessed the financial stability of the UK and how close many people could find themselves to the breadline.
22/11/2019
Great to be featured in this month's edition of Teach Secondary magazine from , highlighting our work with young people. https://themoneycharity.org.uk/workshops-training/schools-colleges/ Week
One-fifth of people would rather visit the dentist than an IFA!
Research by Schroders Personal Wealth, which surveyed 1,000 people, found a quarter (26%) of respondents said they would feel uncomfortable seeing a financial adviser, and one in ten (13%) said they never plan for their financial future.
These 1,000 people have clearly not seen the right IFA.
11/11/2019
Are you self-employed? Have you got income protection in place? Your business relies on cash coming in, and so you’ll need to be realistic about what’s in and out of your control.
How do we protect our estates from long term care costs?
24/09/2019
Beats Financial Planning now offer pre-paid Funeral Plans through Golden Charter
04/07/2019
We've had a great day at , looking forward to continuing the conversations with many senior education leaders about the importance of . If you missed it, check out our website or get in touch - https://themoneycharity.org.uk/workshops-training/schools-colleges/
25/05/2019
Children should be improving their financial skills It is a mystery to most that despite virtually unanimous support for all young people learning how to bank budget save and borrow it has not happened