Old man with yellow strip

Pensions & Commercial Property

Over the years many clients have told me they want to buy Properties as they see this as a “great investment” and it is fair to say that there are many examples whereby clients have been very well served by Property exposure and with an abundance of ex professional footballers organising seminars to tell us…

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Smiling lady with yellow strip

Protecting your biggest asset

When I am discussing protection needs with my clients, it is always interesting to see the “trends” that the industry has created in that life & critical illness plans are typically the main focus as they are most likely putting this in place to protect what they believe to be their biggest asset or most…

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Successful young businesswoman

The next generation of Financial Planner

Have you found yourself discussing this before? I must admit I most certainly have and it seems this point has been getting debated for many years now – probably started right about the time that Life Company sales forces were shrinking and their associated branches were reducing in numbers.  My own significant opportunity came via…

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Mother with her kids smiling

Protection – A Benefit for the Family

Protection planning is the cornerstone of a sound financial plan and addressing a client’s life cover, critical illness, income protection and private medical needs must be of paramount importance before progressing onto other financial planning matters. Having recently met clients with existing protection policies, it seems clear to us that on many occasions Protection policies…

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