Financial Planning
We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?
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Savings & Investments
Saving is a stage on the way to investing. You cannot be an investor without being a saver - but you can be a saver without being an investor.
Pensions
A pension plan requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.
Life Assurance
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.
Health Insurance
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
General Insurance
General insurance is important for your peace of mind. It enables you to minimise the effects of unexpected and often unwelcome future events, and helps you to organise your personal and business life with greater confidence.
Mortgages
Mortgages are loans which are intended to help buyers purchase residential and commercial property. When an individual takes out a loan, the lender charges interest: the same is true of a mortgage.
Business Insurance
Find out what business insurance you are legally required to have as an owner and employer, and explore the various types of insurance such as employer's liability insurance and professional indemnity insurance.
Give us a call on 01772 712255 or drop us a message
