Month: February 2019


Insurance Planning: Corrie’s Story

• Insurance advice can help you to put a plan in place that protects you and your family at the worst time – when you have suffered an accident, illness, or premature death. If you would like to discuss your insurance plan, get in touch.
• This video was filmed using an actor, but the client story is REAL. It highlights how important it is to have a sound insurance plan in place, and I can help you with that.
• If you’re like me, and you like to be shown, rather than told, then here is a short video that really demonstrates the value a professional financial adviser can make when it comes to setting up your insurance plan.

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Goal Setting

Cashflow: Keeping top tips top of mind

We all like a good cost saving tip, even if it is something we already know, it never hurts to revisit some top tips and take a look at our current situation to see if there are savings to be made.

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Estate Planning

Introduction to trusts

The team at Hall & Willcox provide some valuable insights into trusts.  The original article can be accessed here. What is a trust? A trust is

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