Tag Archives: financial advisor jesmond

Financial security – what price peace of mind?

Financial security

In a recent global study* the question “What do you value in the relationship you have with your financial adviser?” The results were:   Given what we are going through at the moment you might say that this is pretty obvious.  However these results were similar pre-pandemic. So, how do […]

Getting closer to 50 – financial planning priorities

Amanda Cowie

To round off with the Financial Planning Week blog posts from our team, Director and Chartered Financial Planner Amanda Cowie gives her thoughts on financial planning when you are nearing 50!…   If, like me, you are getting near your “special” birthday you maybe can’t believe that you are at […]