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Critical illness cover Case Study

Meet our team. Health problems can have an immense impact on our feeling of security and stability, with some conditions or health issues such as a critical illness causing huge distress and disrupting any previous cash flow planning. ...

2023-05-22T14:43:32+00:00

Life Cover Case Study

Meet our team. Life Cover, more commonly known as Life Insurance is a type of insurance policy that ensures financial support for your loved ones if you die and are suddenly no longer able to work. If ...

2023-05-22T14:42:31+00:00

Income protection Case Study

Meet our team. Income protection plans are a type of insurance policy that guarantee financial cover during periods of no income. There are various reasons why you might need income protection, for example, if you are unwell and ...

2023-05-24T14:50:04+00:00

The Ultimate Guide to the Capital Gains Tax

If the mere mention of ‘capital gains tax’ makes you want to crawl into a hole and hibernate until tax season is over, fear not! As Independent Financial Advisors, we’ve created this ultimate guide to help you navigate the murky waters of Capital Gains Tax with ease and confidence.

2023-05-10T14:46:41+00:00

The Ultimate Guide to Choosing the Right ISA

Meet our team. An ISA, or Individual Savings Account, is a tax-efficient savings or investment account available to UK residents. It’s a smart and tax-efficient way to save for your future since with an ISA, you won't ...

2023-04-10T08:57:59+00:00

How to Retire Early

Retiring early is a dream for many of us, but let’s be honest, it can sometimes feel like an unattainable goal. But it doesn't have to be.

2023-05-21T19:46:58+00:00

What is Estate Planning?

Working out the best way to pass on your estate is critical to any effective financial life plan. Not only does estate planning maximise the wealth you can pass on, but it also helps to avoid conflict, protect your best interests, and provide the peace of mind you need to live life worry free.

2022-11-07T12:38:34+00:00

Tips for Setting and Achieving Your Financial Goals

Where do you want to go, and how will you get there? These are the questions you need to ask when setting your financial goals. At the heart of financial life planning are the actions that will bring your personal ambitions to fruition. When you start taking a more targeted approach to your money, a world of potential opens up.

2023-05-21T19:48:39+00:00
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