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Posts Tagged ‘financial review’


The Continued Impact of COVID


After an initial period of recovery and a return to somewhat normalcy, it was clear that COVID would have a long-lasting impact on our lives. Not only has it affected people’s physical health, but mental wellness and financial wellbeing as well. With such a huge life disruption, how has this changed people’s financial priorities?




News Update: Job Seekers Gain Leverage in the Labour Market


With companies trying to staff up and switch from surviving to thriving with every easing of lockdown measures, many employers might have a hard time keeping their current employees. And after an extended period of time of people just being thankful for having a job, the tide is turning.




Budget Update: What to Expect from the Budget on 3 March


With just days to go before the next budget announcement, what can you expect from Chancellor of the Exchequer, Rishi Sunak’s plans for the nation on 3 March?




Let’s Design Your Lifestyle Plan


It takes a special combination of vision and determination to reach a goal of being financially secure and independent. A solid financial plan will take all of your hopes and dreams into consideration – let’s lay out the steps you need to take to get there.




News Update: Market Update in Brief


It is always a good idea to keep up to date with the global market as often the UK is impacted by other regions of the world. 




Reducing Rejected Claims for Life and Income Protection Policies


It’s something you don’t really consider as a possibility when securing insurance coverage: that your claim could actually be denied. Even though it does happen, there are usually explanations given for why and, of course, there are things you can do to ensure any claim you do submit to your insurance company is paid without […]




Four Reasons To Review Your Income Protection Cover


The importance of Income Protection (IP) has become clear over the last few months. IP is designed to provide a source of income for your family if you’re unable to work due to illness or injury – something that increased in likelihood due to COVID-19.




How Advice Can Help Protect Your Home and Finances


Independent financial advisers are your secret weapon in your financial quest. Advice from your adviser can prove invaluable, and as professionals, they can ask the right questions and think of all the important things that you might not.




News Update: Why Employers Should Carry out Midlife Career Reviews


With people living longer, they’re also working longer. But with the prospect of working for more than 40 years, it makes sense that you might choose to change your career path at some point. With this in mind, it’s worth having a midlife career review to determine how you want to spend your remaining working […]




Time for a Protection Audit – Current Events Should Make Us All Rethink


Wealth protection policies — Critical Illness cover, Income Protection, and Life cover — are all designed to provide peace of mind that your family is taken care of financially should something happen to you. Have you considered changing your approach to protection? Now is the right time to get started.




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