Pension death benefits

There's a range of options when it comes to deciding how to fund retirement, but few of us stop to think about what might happen to pension savings in the event of death. Alongside the [...]

November 14th, 2017|Pensions|

Mortgage-savvy millennials

When it comes to their mortgage, are younger people making better financial decisions than their older counterparts? The term 'millennial generation' applies to people born somewhere between 1980 and 2000, a 20-year span which also [...]

November 14th, 2017|Mortgages|

Omnis Investments Fund Manager Video Updates: Q3 2017

For those of you invested in our Omnis fund range, every quarter your fund managers give their outlook on markets and how they expect everything from geopolitics to commodity supply lines to impact on your [...]

November 14th, 2017|Investments, Pensions, Finance, News|

Investment advice – what a relief!

Every client we meet has a unique and varied range of financial planning needs, so it's important to establish priorities as the first step towards creating a meaningful and relevant financial plan. This information is [...]

November 7th, 2017|Investments|

Popular Mortgage Deals in November 2017

Below are just a few of this month’s popular mortgage deals. Please get in touch with us to discuss any of these deals. Your home may be repossessed if you do not keep up repayments on your mortgage.

November 6th, 2017|Mortgages|

Why crowdfund the cost of your healthcare?

Crowdfunding is becoming increasingly common among people who need healthcare that’s not freely available through the NHS. Websites such as, and are full of campaigns from families trying to raise funds for [...]

October 30th, 2017|Insurance|