NEWS

POSTED ON 10 Jul 2020

Post Pandemic Retirement Planning

The coronavirus (COVID-19) is having a widespread impact across all aspects of financial life, including retirement plans. The current global stock market turbulence, as a consequence of COVID-19, will no doubt be concerning for individuals whose pension savings are invested partly or fully during these volatile market conditions

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POSTED ON 17 Mar 2020

Coronavirus - Our Plans

We’ve been busy making plans over the last few days to ensure that over the coming weeks, disruption to our clients is kept to a minimum whilst we all navigate through some very unchartered territory. We thought it would be helpful to provide some insight into how the affects of Coronavirus will impact on our industry.

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POSTED ON 18 Nov 2019

Retirement

Don’t bury your head in the sand. Make your retirement plans a reality.

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POSTED ON 9 Nov 2017

Pensions – No time like the present!

It has long been recognised that medical advances, combined with a greater understanding of the impact of our lifestyle choices upon our health, have led to an increase in life expectancy. Looking ahead, future generations are, on average, likely to enjoy much longer and healthier lives than their predecessors.

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POSTED ON 9 Nov 2017

Interesting Times....................

Last week the Bank of England’s policymakers decided to increase interest rates by 0.25% to 0.50% and although it was a small increase, it is still significant as it is the first time in over a decade that interest rates have risen.

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POSTED ON 9 Nov 2017

Baby! Baby

There certainly seems to be something in the water at the moment with many of our clients expecting new additions to their families in 2018!

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POSTED ON 1 Jun 2017

Fantastic Achievement

Well done to Andy, Gina & Matt who completed the gruelling 26 miles of the Edinburgh Marathon in May of this year.

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POSTED ON 13 Jan 2017

Congratulations Andy

Well done to Andy who passed his CeMAP exam in December 2016 to become a qualified Mortgage & Protection Adviser.

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POSTED ON 20 Nov 2015

When critical illness cover becomes a life-saver

October is Breast Cancer Awareness month, which focuses on increasing understanding of the disease and raising money to fund research into a cure. Breast cancer is the most common form of cancer and affects one in eight women.

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POSTED ON 19 Nov 2015

The pension changes explained

Many retirees have awaited eagerly for the opportunity to unlock their pension savings, but for some the promise of Pension Freedoms and having greater choice over how they spend their retirement pots hasn’t quite lived up to expectation.

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