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Nearing Retirement: Checklist of things to do

November 10, 2017

Checklist of things to do when you near retirement It’s a good idea to start planning when you’re nearing retirement age.  Here is a list of things to work on now before you retire:   Find your paperwork. Old pensions from previous employers, life cover, current investments, pensions. Some people are very organised and know […]

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What our clients want to know?

September 13, 2017

  You are dealing with an experienced, professional adviser whom you can trust.   You are listened to without any hidden objectives or agenda i.e. there is no business linked to the advice process which is the case in many banks.   Your adviser is fully contactable.   That your family will always be ok. […]

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All content provided in the above blog posts is intended for information purposes only and should not be interpreted as financial advice. You should always obtain your own independent financial and legal advice based on your own particular circumstances, before entering any financial contract.