Blog - Archive for the ‘Financial education’ Category

Make Sure You Cover All Bases

19th Mar, 2021

  Do you have critical illness cover? Are you sure? As part of an initial client meeting I always ask what protection policies are in place. This could be work benefits (such as sick pay or death in service benefits) or standalone policies (such as life cover, critical illness policies). Quite often, clients with a […]

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2020 Budget

11th Mar, 2020

Today (11th March) the Chancellor of the Exchequer, Rishi Sunak, announced the government’s spending and taxation plans for the coming year. Besides various measures announced to combat the economic impact of the “coronavirus”, the Budget covered everything from changes in welfare to changes in personal finance (which I have focused on in this post). If […]

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