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Posts Tagged ‘financial adviser’


Pandemic Spurs Caution and Saving


The pandemic has caused a change in the way many of us operate day to day, and how people deal with their finances certainly falls under these changes. Now, people are thinking more carefully about their spending and financial priorities – but what has changed?




5 Financial Musts for Medics in 2021


The professional life of a medic can be hectic and demanding. And in the midst of a global pandemic, unpredictable. Besides prioritising your work, you have to balance monetary demands. We’re here to help you strike the right balance and achieve peace of mind.




The Benefits of a Long-Term Relationship with a Trusted IFA


While you might want to seek out financial advice for specific goals, the advantages of an ongoing relationship with a financial adviser are plentiful. Recent research has revealed that regular contact with an adviser gives you an even bigger boost, not only to your finances but to your wellbeing too.




The Financial and Emotional Benefits of Professional Advice


Seeking professional financial advice is not only good for your bank account, but it will also help provide you with peace of mind knowing that your future is in good hands. When it comes to delivering better outcomes for our customers, we not only believe financial advice is game changing – we have the numbers […]




5 Reasons For and Against Early Retirement


Retirement is a time in life that we generally look forward to and financially plan towards, to ensure that we can enjoy it to the maximum. Early retirement is a common financial goal for doctors and dentists – but it isn’t for everyone. Here are five reasons for and against early retirement.




Compare Protection Insurance Using Our Comparison Tool


It’s always a good idea to do some research about your protection insurance options before you meet, or speak with, with a financial adviser. Our protection comparison tool enables you to get an initial quote for life cover, critical illness cover (CIC) and mortgage protection.




Peace of Mind and More – Protection Insurances with Benefits


Wealth protection policies are meant to provide peace of mind to the policyholder that their family will be taken care of financially should something happen to them. However, no longer are they just designed for the worst-case scenario, as many are also now providing extra benefits.




Critical Illness Cover – Benefits In Real Terms


Critical Illness Cover, along with other wealth protection policies such as Income Protection and Life Cover are hot commodities in these times. Critical Illness Cover means the promise of financial assistance during a time you need it most, so what’s stopping you from securing coverage?




5 Reasons to Review Your Finances First Thing in the New Year


How do you know where you want your finances to end up, and what you want to achieve if you don’t know where they currently stand? Neglecting to regularly review your finances can leave you floundering at the end of the year.




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