Blog

Estate planning: How to understand the value of your assets and estate

15/02/23 When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be part of your overall financial and life plan. Now, read on to discover why... Read more

5 exciting businesses that could change the world for the better

03/11/22 When you read the news headlines, it can seem like it’s all doom and gloom. But some businesses are leading the way and could change the world for the better. From well-known brands changing how sectors operate to innovative start-ups, here are just five businesses that are tackling... Read more

Almost half of homeowners are worried about rising mortgage bills. Here’s what you can do

03/11/2022 Interest rates are rising for the first time in more than a decade, and it may be affecting your mortgage repayments. If you’re worried about how you’ll keep up with your financial commitments, it’s important to be proactive. In response to rising inflation, the Bank of England (... Read more

The Help to Buy Equity Loan scheme is ending. Here are 5 alternatives that could help first-time buyers

03/11/2022 The government's flagship scheme to support first-time buyers is closing. Since its inception, thousands of households have used the Help to Buy Equity Loan scheme to support their goals. Read on to find out what alternatives you could consider. The Help to Buy scheme was first... Read more

The cost of living crisis is giving scammers more opportunities. Here are 3 scams to watch out for

Scammers are taking advantage of financial worries as the cost of living rises. It’s more important than ever that you remain alert to potential fraud. According to Citizens Advice, scammers have targeted more than three-quarters of adults this year – a 14% increase when compared to this time... Read more

Testimonials

My dealings with Jennifer have always been a pleasure. She is very trustworthy, professional and very knowledgeable concerning all aspects of pensions, investments and life insurance. Jennifer took the time to ensure that I fully understood all of the commitments I was undertaking. I would certainly have no hesitation in recommending Jennifer as an IFA.

Paul Watts from Milton Keynes

My Advisor was excellent and went through all the options with me to insure I invested my funds in the best possible fund to suit my requirements.

Colin and Sue of Milton Keynes

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