Did you know that the average value of contents in a three bedroom family home is estimated at £55,000.* It can be a daunting task to calculate all of the items in your home, so we’ve produced a ‘General Insurance Calculator’ to help. You can download a copy of this here or view the calculator below. General Insurance […]
The Value of Financial Advice: Infographic
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 […]
How we work with you – Infographic
If you would like to book an appointment with one of our Financial Planners, Contact us online or call 01480 35700.
Surviving the loss of a key person
If something happened to you, your co-owners or employees, could your business survive? According to research by Legal and General, if a business suffered the loss of a key person: 40% of businesses would cease trading in less than a year of the death or serious illness of a key person 63% of sole traders […]
Achieving your financial goals
We lead complex lives in an increasingly complex world. As financial planning experts we can help you better understand your financial challenges, goals and needs, and help you find appropriate ways to meet them. Even a seemingly straightforward financial goal can involve numerous decisions and a lot of time and effort getting it right. Whether […]