Category Archives: Protection

Financial planning for newly qualified dentists

dentist financial planning

Hurrah, after 5 long years you are now ready to go out and earn some money!  What should newly qualified dentists be thinking about? How you are paid Ultimately the contract with the dental practice will determine your status for tax but if you are self-employed, it is up to […]

Advice for young families saving for their future

Danielle Knowles

Today to support Financial Planning Week are some top tips from our paraplanner Danielle Knowles for young families saving for their future whilst looking after their loved ones…   I am Danielle, a 37-year-old mum of two to Charlie 5 and Daisy 3.   Working in financial services makes you […]

Coping with the unexpected – what price peace of mind?

financial planning family

For many of us, the last few months have been about ticking some long-awaited jobs off a list.  Even for those still working it’s amazing how much time has been freed up when we haven’t got the usual distractions like a social life for instance. At the start of this […]

Budget 2020 – Personal Finance Summary

The new chancellor has just sat down after delivering his first budget statement.  The issue of the government’s response to coronavirus dominated the first part of his speech. Of more interest to us and our clients were the measures that directly affect personal finances. Our summary of the key issues: […]

Retirement Planning – 5 things to think about!

Retirement Planning

Planning for retirement might seem like a long road ahead and we know how hard it is to prioritise saving over spending. When you’ve saved your entire working life, you just want to know that you will be “ok” financially when you eventually stop. We think it’s important to have […]