Financial Protection puts measures in place to take care of loved ones should you suffer from serious illness, an accident and/or lose the ability to work.
For many people, the biggest issues in deciding when they can stop working is when they will have the financial resource to live the way they want to for the rest of their lives, and what their retirement age will be.
Long Term Care can be a complex and difficult topic, practically and emotionally.
Financial Protection puts measures in place to take care of loved ones should you suffer from serious illness, an accident and/or lose the ability to work.
No one should be expected to pay more tax than they have to, but tax efficient planning is a technical subject.
For many of our clients, their financial assets and resources are tied up in their businesses, which is how we often get asked about our corporate services.
Chartered Financial Planners designation by the Chartered Insurance Institute (Cll) is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the Cll. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
Keep up to date with what’s happening in the world of finance.
During the last 6 months, Lorraine has listened to my wishes, clarified my actual needs and proposed solutions to those needs. The service from her and her team is timely and professional. She quite quickly judged my level of understanding and took the appropriate time to ensure I understood any proposals. I have recommended her to local colleagues, and look forward to a continued relationship.
Zoë J.W. Arnott
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