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Your big goals and how good financial planning can help

By Jenny Procter

As financial professionals, it’s very easy for us to start by looking at the products our clients may need: the pension, the investment plan, the right insurance policy. We spend our working lives considering the detail of these products, and we know they are the solution to many of our clients’ challenges. But as a … Continued

Love your independent financial adviser

By Jenny Procter

This Valentine’s day you may not be automatically thinking of your finances. Hopefully you have something more interesting to do on 14th February than plan your pension! But mid-February is a great time to build a relationship with an independent financial adviser. In fact we think there are 5 perfect reasons to make a date … Continued