Get in control of your finances with “The Money Plan” | July 20, 2018

I love what I do, and I’m very fortunate to work with some amazing people who I really enjoy meeting with. However I recognise that some of the people that really need the help from a financial planner, don’t have an opportunity to see one, whether they feel it’s because they don’t earn enough money, […]

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Wills and power of attorneys

Wills and Trusts: what you need to know | April 26, 2018

Making a will is absolutely vital for everyone over the age of 18, but many of us don’t even think about it until we’re getting older. Here’s the information you need on how to get organised.

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Office public Guardian

Lasting Power of Attorney Refunds | February 11, 2018

I often shout the need for Powers of Attorney – for everyone!  Not just the elderly. Now, if you have listened and if you have registered a Lasting Powers of Attorney (LPA) between April 2013 and March 2017 then you may be due a refund! The Office of the Public Guardian (OPG) is issuing partial […]

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Pension freedom Q&A

Pension freedom: Q&A | December 10, 2017

Are annuities still worthwhile? What are the dangers in drawing down on my pension? Should I be more cautious as I get older? Get the info you need.

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Building your House of Wealth | November 22, 2017

I first put the concept of the House of Wealth together in the 90s to give a visual idea of where everything fits in to secure your financial future. It shows the foundations required to take control of your financial life, whether you’re looking to pay off debts or invest. You need the basics in […]

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