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How to improve your investment knowledge

The vast majority of investors want to improve their knowledge. In fact, according to research from Schroders, 97% of investors want to boost their personal finance know-how. While a third wanted enough knowledge to comfortably make their own decisions, almost half wanted enough to be able to... Read more

4 financial steps to take if you’re facing redundancy

As Covid-19 lockdown restrictions ease, there are still concerns about what it means for the economy. As the furlough scheme ends, you may be worried about what it means for your job role or you may have already been made redundant. While it’s the short-term challenges that are often the focus, it... Read more

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

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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

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