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.
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.
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.
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.
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.
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.
Setting up a Critical Illness policy protects you, your family and your income should an unexpected life event occurs.
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.
Our lovely Pippa took on the April Plank Challenge in aid of raising money for Cancer Research UK, which is a charity close to her heart having lost both her mum and dad to cancer in recent years.
To find out if we're right for you and if you need a financial planner, book a meeting with us.
The first meeting is always complimentary.
