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Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another and these have financial implications and leaving it to chance isn't an option.Read More
When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a greater return on your money than is available to you through your savings instruments.Read More
No tax is popular but Inheritance Tax seems to provoke the most resentment.

After all, having built your capital suffering tax at up to 45% your heirs will lose another 40%.

The good news is this tax is designed to be avoided, provided you take action early. Government policy is to get capital moving down the generations so gifts made regularly from income or more than seven years before death are not taxed at all. Read More
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so you need to provide yourself with a secure income for the rest of your life.

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.Read More
Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

With that in mind we can help you take the right steps to protect your people and your business.

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If you're over the age of 55, equity release offers you a way to use the value of your home to raise money which can be used for any purpose. Some examples might include to provide an additional income, for home improvements, to fund long term care or to provide lifetime gifts to relatives.

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Needing long term care can be a difficult and worrying time, both for the person needing care and for family or legal representatives such as attorneys.

Some people choose to go into a care home; others reach a point where there is no choice. However you reach this point, a deep financial understanding of the costs and resources with which to pay is essential.

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Professional Indemnity Insurance

Most professionals carry professional indemnity cover. If you sell professional advice, your knowledge or skills, you may wish to consider taking out professional indemnity insurance.

If, for example, you made a mistake or are found to have been negligent in one or all of the services that you provide for clients, they may bring a claim for compensation against you. Professional Indemnity Insurance protects you against compensation actions by a client. Without this insurance, the financial security of your business could be threatened.

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Professional Indemnity Insurance

Most professionals carry professional indemnity cover. If you sell professional advice, your knowledge or skills, you may wish to consider taking out professional indemnity insurance.