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Financial Advisers

client-reviews

Where is the happiest place to live?

A new survey has revealed the South West is the happiest place to live in the UK, with Wales coming in as the least happy. The survey by Lloyds Bank and YouGov looked at factors such as: home ownership, salary, household size, knowing your neighbours,
winter

Don’t slip up this winter

Winter is coming, and with winter comes unexpected weather patterns and more time spent in the home. Both can lead to an increase in accidents, and accidents for you or children can lead to time off work or loss of income. Outside risks It's not
what-can-we-do

Investing for the next generation

In the early years this might translate into a surplus of toys or days out, but this stage eventually passes, and thoughts turn towards the future transition from child to adulthood and beyond.

insurance

Income Protection claims

You might believe you’d be more likely to call on your income protection policy later in your working life, but data from protection insurer, The Exeter, show their average claimant was 40, and on certain products, just 33.

Life Insurance

Helping you to save

Help to Save is a government savings account aimed at an estimated 3.5m people on low incomes. The scheme pays a bonus of 50p for every pound saved over four years, representing better value compared to the 1 – 2 per cent returns on savings

protection

The value of protection advice

Protection should be considered as the foundation of all financial planning. After all, if things go awry and you suddenly find yourself in dire financial straits, who or what could you rely on to keep you and your family afloat?

Home Improvement

Home improvement

Whether you’re renovating your home because it’s too expensive to move, or you’ve only just bought the place and you’re keen to make your mark, it’s important to stick to jobs that will add value rather than risk reducing its future sale price.

help to buy

Need help to buy?

Do you aspire to own a new-build home? Are you looking to move home, but lack sufficient funds to afford the repayments on a low-deposit mortgage? You may find it easier to join, or move up the property ladder, thanks to the government-backed Help to