Blog

5 things to consider when you come into unexpected money

Everyone has at some point daydreamed about what they’d do if they suddenly came into a large amount of money. But what would you do if it really happened? Whether it’s enough money to buy a new car or a gold-plated yacht, if you receive an unexpected windfall you should always think carefully... Read more

5 tips for getting children ready to go back to school

Every year as the summer holidays come to a close, ‘back to school’ slogans and tips for getting children ready to head back to full-time education spring up everywhere. This year though, some children will be going back after having nearly six months off school due to the pandemic. Even if you’... Read more

5 things you might not know about Equity Release

Every year older homeowners use Equity Release to help access millions of pounds to fund retirement. As property prices have risen significantly and time spent in retirement gets longer, it’s becoming an increasingly popular option. But is it one that’s right for you? You must weigh up the pros and... Read more

Could family income benefit insurance be right for you?

When we plan for the future, it’s also important to think about the unexpected things that might happen. No one wants to think about passing away before their time but doing so can enable you to take steps to secure your family’s future if needed. One option that is worth considering is family... Read more

What happens if you don’t have a Power of Attorney in place?

A Power of Attorney is just as an important part of estate planning as writing a will. Yet, it’s something that many people overlook, potentially leading to challenges for their loved ones and placing themselves in a vulnerable position. Power of Attorney gives someone you trust the ability to... Read more

Testimonials

Paul has advised me over financial matters for many years, his wealth of experience. Knowledge, and expertise in this field is second to none.

Cliff from Teesside

We are a charity that was looking to provide a pension. They were extremely helpful with this and has continued to monitor and provide assistance. We have recently changed provider of pension, a very smooth transition with their help. We are currently looking at auto enrolment.

Christine from Blackburn

CALL US NOW T: 03452 411102 T: 01908 380505

Alternatively send an email enquiry

Request a Call Back

Data protection
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. For more information on how we protect and deal with your personal information, please refer to our Privacy Notice. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.