‘Uncategorized’ Archive

Smart money habits

Best practise, smart money habits Does the idea of looking at your bank account cause a sense of dread? Does the ping of your banking app make you question every single one of your spending choices?

Unlocking cash from the value of your home

Homeowners release a record-breaking £4.4bn in property wealth Despite the pandemic, 2021 saw older homeowners release a record-breaking £4.4bn in property wealth at a rate of more than £12m a day to help family members and secure their own finances by repaying debt or remortgaging existing borrowing, according to newly released data[1].

Extending the scope of the trust register

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust […]

Investment choices

Behavioural patterns shaping our way of investing, for better or worse When it comes to money and investing, we’re not always as rational as we may think. Every human being is driven by emotions – more than we would like to admit. Emotions are the key drivers of our behaviour, and these behavioural patterns shape […]

Financial resilience

Protecting what is important to you When it comes to our money and our plans, it can be hard to balance short-term wants, long-term dreams and those unexpected events that are out of our control.

Life insurance

Supporting your loved ones financially Planning is not just about growing wealth, it is also about making sure your loved ones are looked after and protected. Nobody likes to think of the worst, but we can help plan for the future so that, should anything happen to you, your loved ones are protected.

Different types of life insurance

When it comes to life insurance, you’ve got options The idea behind any type of life insurance is to have the reassurance that you have financial protection in place for you and your loved ones if the worst happens.

Term life insurance

What would you want your life insurance to cover? Term life insurance is a type of life cover that lasts for a fixed period of time (known as a ‘term’) – the payment is made all in one go. This type of cover is useful for providing financial security for dependents.

Whole-of-life insurance

Protect your wealth and provide for your family when you die A whole-of-life insurance policy is designed to give you a specified amount of cover for the whole of your life and pays out when you die, whenever that is. Some insurers will also let you include critical illness cover if you buy life insurance […]

Life insurance

COVID-19: What you need to know The coronavirus (COVID-19) pandemic has led to concerns and questions about how best to protect our loved ones in times like this.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. WILL WRITING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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