Author name: Stephen Cree

Last year, a new client came to us feeling overwhelmed by her pension. She’d lost faith in her previous advisers, especially after they invested a significant portion of her funds shortly after her divorce, which left her with a substantial mortgage debt. We uncovered several significant problems with her previous financial advice. Firstly, she was

Some clients work very hard for many years and create businesses that they later sell for large sums of money. We work with several clients that fall into this category. It’s easy to assume that these very hard-working and intelligent people are all money experts, but that’s a common mistake that is often made. They

We have a client PM and his wife FM and on 18th January 2019 he took out decreasing life and level term critical illness cover for him and his partner so that if either of them died or suffered a critical illness they would receive compensation. The decreasing amount matched their mortgage of around £130,000 but