Couple taking selfie in the mountains

Can I Afford an Independent Financial Adviser?

People who pay for financial advice enjoy an average uplift of £48,000 in their wealth over ten years compared to those who don't.

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Financial Planner

Six roles of a Financial Planner: What they do and how they can help

A financial planner wears many hats and plays numerous roles in order to help you achieve financial goals

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Joanne Dale

Joanne Dale: Taking clients on a journey of discovery

Joanne has a talent for explaining complex financial structures in simple terms that are easy for her clients to digest. She says this is vital when creating a financial plan.

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Tara-Dixon

Tara Dixon: Financial advice is a family affair

For Tara, helping people make the most of their financial plans, and look after their financial future, is in her DNA

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Sabrina Potter

Sabrina Bailey: It’s not all about the numbers

Sabrina's journey into the financial planning industry was a serendipitous one, shaped by her background and a deep-rooted desire to make a difference in people's lives.

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Chris Masley

Business protection for small businesses

Small business owners could be putting their livelihoods at risk unnecessarily, according to Chris Masley, he explains why policies like key person protection, shareholder protection and relevant life cover are well worth consideration

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Chris Masley

Chris Masley: Guiding clients towards a secure future

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

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Nick Cohen

Nick Cohen: helping new generations benefit from having a financial plan

Nick Cohen, IFA, believes educating young people on financial management and avoiding financial envy, will lead to a happier life

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Financial planner, Jacob Rudman, talks about putting risk into perspective

Jacob understands the need to consider risk carefully. He explains more about the risks people should be taking, and the risks to avoid.

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Paul Cullen IFA

Paul Cullen: the family man who loves shaping life plans

Paul says good financial advice is about helping people make level-headed decisions to secure the future they want for themselves

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Aidan Place: Finding the balance between living today and planning for tomorrow

My job is to encourage people to talk about the issues they’re facing and give them different options that help them get the most out of life

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Kerry McCaughan – Helping business owners play to win

After 14 years at Johnston Campbell, Kerry is well placed to offer financial business advice to a diverse range of business owners and entrepreneurs

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Tim Forsyth: The biker with a safety-first wealth planning approach

Tim explains the importance of the 5 pillars of life: home, relationships, health, work, and finances. Lose one and the rest can easily follow

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finding a financial adviser

How to find a financial planner you can trust

Are you confused about how to find the right financial planner? It can be tricky, especially if you are looking for the first time.

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Mark O'Neill IFA

Mark O’Neill: Painting pictures of a prosperous retirement

Mark says the best part of his job is creating retirement scenarios that open up a world of possibilities for his clients

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Blood biker

Andrew Sutherland: The rapid responder with a patient approach

“People worry they’ve left things too late, but it’s never too late to have a conversation. Chances are we can do something about your financial situation"

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