Resources

Resources

NS&I

What is NS&I?

NS&I stands for National Savings and Investments and is a wholly owned Government organisation. What does that mean for you? It means that should you wish to invest in NS&I products, you will be lending money to the Government. Your money is 100% secure, so there is no risk in losing your money, so it

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protection

Protection – Have you got it right?

Protecting your loved ones is likely to be baked into your DNA. You will want to do anything you can to keep them safe and look after them. But, what happens if you’re not able to do that? That’s where protection kicks in. And that protection comes in various guises… Life protection pretty much does

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Equity Release – What can it do for you?

You have probably heard of Equity Release before, and you may have even wondered if it is the right approach for you. Sadly, Equity Release hasn’t always enjoyed a good reputation, but we are pleased to say that there are some excellent products on the market now, that make it a very effective solution for

Read More »
what is an equity investment

What is an equity investment?

An Equity investment is essentially the purchase of a share in a company. This can be a share in one company or shares in a range of different companies. Clearly, purchasing shares in one business can be very risky, as you are dependent on the business performing well and that performance being reflected in the

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what is an investment bond

What is an Investment Bond?

You have probably heard of bonds before, and may have even wondered if they are the right product for you. Well, the first thing to say is that there are a number of different types of bond – corporate, government and investment bonds.  In this article we are going to focus on investment bonds, but

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money planning

Time is money

We are willing to bet that you have documents, files and endless pieces of paper about your finances. Don’t worry you’re not alone – we are all in the same boat. The challenge is that when you’re ready to review your money, or meet with your financial adviser, you need to go searching. So, we’d

Read More »
NS&I

What is NS&I?

NS&I stands for National Savings and Investments and is a wholly owned Government organisation. What does that mean for you? It means that should you wish to invest in NS&I products, you will be lending money to the Government. Your money is 100% secure, so there is no risk in losing your money, so it

Read More »
protection

Protection – Have you got it right?

Protecting your loved ones is likely to be baked into your DNA. You will want to do anything you can to keep them safe and look after them. But, what happens if you’re not able to do that? That’s where protection kicks in. And that protection comes in various guises… Life protection pretty much does

Read More »

Equity Release – What can it do for you?

You have probably heard of Equity Release before, and you may have even wondered if it is the right approach for you. Sadly, Equity Release hasn’t always enjoyed a good reputation, but we are pleased to say that there are some excellent products on the market now, that make it a very effective solution for

Read More »
what is an equity investment

What is an equity investment?

An Equity investment is essentially the purchase of a share in a company. This can be a share in one company or shares in a range of different companies. Clearly, purchasing shares in one business can be very risky, as you are dependent on the business performing well and that performance being reflected in the

Read More »
what is an investment bond

What is an Investment Bond?

You have probably heard of bonds before, and may have even wondered if they are the right product for you. Well, the first thing to say is that there are a number of different types of bond – corporate, government and investment bonds.  In this article we are going to focus on investment bonds, but

Read More »
money planning

Time is money

We are willing to bet that you have documents, files and endless pieces of paper about your finances. Don’t worry you’re not alone – we are all in the same boat. The challenge is that when you’re ready to review your money, or meet with your financial adviser, you need to go searching. So, we’d

Read More »

If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.

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need-help-with-estate-planning

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