Protecting family finances during a cancer diagnosis
Stephanie was incorrectly diagnosed with a medical issue, from which she had to immediately be absent from work. Unfortunately, the true diagnosis – once discovered – was cancer.
Insights & News
Securing retirement and a new lease of life with Critical Illness pay-out
Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.
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Protecting a family and business with Protection
A local business was owned by two Directors and had several employees. Unfortunately, one Director, Jason, was diagnosed with terminal cancer and was unable to continue working. He returned to work after two years of respite but was unable to continue with the responsibilities he had previously held within the company.
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Helping couples to retire early
There are common misconceptions concerning if early retirement is possible, so seeking expert advice that is bespoke to your situation is essential. Here is how one of our financial planners helped a couple prepare for early retirement.
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How to support your family's financial future
by Tony Larkins
Life changes fast, whether it is rising living costs, new tax rules and more complex family situations. That’s why more families are turning to financial planning.
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Meeting Loneliness Together at Beacon Wealth Management
During this year’s Loneliness Awareness Week, we are reminded that isolation can quietly influence the way we make decisions, including those related to our finances. This week creates an opportunity for us to reflect on how our advisers work towards fostering meaningful relationships with our clients to be that source of practical guidance, as well as steady reassurance.
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Supporting the Kimbolton School Higher Education & Careers Fair
As a local business and close connection of Kimbolton School, we were keen to provide our support! The event focused on helping 4th Form, 5th Form and Lower 6th students explore what future opportunities could be open to them.
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Critical Illness Cover – what is it, and how could it safeguard your earnings and family?
Setting up a Critical Illness policy protects you, your family and your income should an unexpected life event occurs.
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Carrying too much? How financial advice can lighten the load
by Tony Larkins
We all accumulate so much over time – responsibilities, financial worries, family concerns. As we move through life, money plays a role in nearly everything we juggle. Without a clear plan, managing it all can feel overwhelming. That’s where we come in.
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