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We are delighted to welcome Viktorija to the team as our newest Mortgage & Protection Adviser. She has an existing experience as a Mortgage and Protection Adviser and we asked her some questions about herself and her views on the world of Financial Planning: Why did you choose a career in Financial Planning? I’ve always […]
This week we have had the pleasure of a work experience student in our office and 2 generations of the Ewing Family. Blake Ewing, Norman’s Grandson, has been with us to learn all about Financial Planning and what we do for our clients. With a keen interest in Marketing, […]
Data from a large survey of individuals and households has discovered that those who received financial advice subsequently ended up with, on average, £13,424 more in financial assets and £27,657 more in pension wealth than those who didn’t receive advice. If we add up financial assets and pension wealth, we can quantify the value of […]
If you read my earlier blog, you will know that 2019 is the year to complete my ‘to do list’. Last month was all about my Will and this month is all about my Protection Portfolio. So, what is Protection? Protection, otherwise known as ‘insurance’, is a way of financially safeguarding yourself or your family […]