This campaign aims to raise awareness of how important Financial Planning is to your life. It’s not just for the wealthy; it’s for everyone, whatever your financial situation.
Putting some simple financial plans in place and making some smart decisions to help achieve your goals and dreams in life is the first step towards really taking control of your life and gaining valuable peace of mind.

Financial products are sometimes at their most useful when they are protecting our families, our incomes our property or business. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

If you do one thing today?
Add up all the cover on your Life Assurance policies that you and or your partner actually have. Is it £10,000 £50,000, £200,000, £500,000?

Life Assurance is the corner stone of any Financial Planning and it’s all very well having dreams ambitions and even having some solutions in place to help you meet these i.e., Savings Accounts, Pensions and ISA’s etc. Though if the main earner in your household was to die, when that income was important to the family, what dreams, ambitions and goals would the surviving partner and children fulfill.

£200,000 may sound like a lot of money, but it’s not a lot of Life Assurance! Just think what you would do with £200,000 from a Life Assurance policy.
Pay off the mortgage, personal loans, credit cards, pay for a funeral etc.

One of the most important things to do is to look at how you would replace the income that has just vanished and how the standard of living of those left behind would be effected. Take an average salary of £25,000, if this income stopped what amount of Life Assurance would you need to replace this income. Of course there may be a Widows’ or Widowers pension payable and possible pensions from your employer, but until you have done the above process you won’t know what is payable and seeing a Financial Adviser/Planner can help you complete a review your Family Life Assurance needs.

There are many ways in which a family or business can protect itself, and because of the large range of products available we will discuss in detail with you, the areas of personal or business protection that you wish to cover and with our years of experience and the use of technology we will find the right solution which will give you the peace of mind in knowing you have taken the right steps to protect what is important to you and your family and or business and then with regular reviews ensure you solutions are always up to date.

There is also lots of useful information on