19 October 2023
Tara Dixon: Why protection is the bedrock of financial planning
Specialist financial planner Tara Dixon looks at different personal protection options to help secure your and your family’s financial wellbeing
18 August 2023
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
1 June 2023
How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your family need if something was to happen to you?
31 January 2023
Financial planning ideas for new parents
Becoming a new parent is a natural time to reassess your financial plans and look at ways to secure the financial well-being of your family
2 November 2022
Financial planning for new parents: Don’t forget about your future too
When you have a baby it’s important to think about your needs as well as your child's – especially when it comes to planning your future
7 September 2022
The benefits of placing your life insurance in a trust
Placing your life insurance policy in trust could help your family avoid a big tax bill and lengthy probate delays upon payout
7 September 2022
Family income benefit or family income protection?
If you're confused about whether you need family income benefit or family income protection insurance, read this article to find out more
5 September 2022
How can I protect my family financially?
Having a financial safety net will give you peace of mind that your family will be able to cope, even if your lives were unexpectedly derailed
4 September 2022
What to ask when taking out a life insurance policy
If your family relies on your income, life insurance is one of the simplest and most cost-effective ways to protect them financially
3 September 2022
Financial planning for new parents: Protecting your family
As a new parent, protecting your family is priority and that includes ensuring your family is looked after financially – whatever happens
16 August 2022
When should I take out whole of life insurance?
A whole of life insurance policy protects the people you love after you die by paying a lump sum, no matter when or the nature of your death
14 June 2022
Financial planning in your 40s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
10 June 2022
Financial planning in your 30s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
21 March 2022
Protecting your income when you are self-employed
Being self-employed comes with a whole new set of responsibilities, including making sure you protect your income if you’re unable to work.
30 December 2021
Just married – how to manage your joint finances successfully
A good financial planner will find out about your hopes and dreams and help you manage your money so you can achieve them.