17th April

Get your life cover in place when you don’t need it

Daniel Hardiman

Get your life cover in place when you don't need it. Experience in the life assurance industry shows that most life assurance policies are taken out by people in their 30’s, 40’s and to a lesser extent in their 50’s....

14th February

How to Improve Your Financial Mindset

Daniel Hardiman

How to improve your financial mindset The most famous of all investors, Warren Buffett once said, “People seeking riches never have enough. Wealth is a state of mind. Wealthy people always have enough.” To him, riches are a monetary amount...

13th April

What Can We Learn from the Past Decade?

Daniel Hardiman

Do you remember 2013? It sounds quite recent, but then when you think about the major events that happened that year, they seem so long ago. That was the year that Nelson Mandela died at the age of 95, two...

8th February

The great new wealth extraction opportunity for business owners

Daniel Hardiman

Apart from the volatility in investment markets and everything else going on in the economy and the world in general, 2022 was also a tumultuous year in the world of pensions for business owners.   This is where it gets...

11th April

How Can you Reduce Inheritance Tax for Your Beneficiaries

Daniel Hardiman

As Benjamin Franklin once said, “in this world nothing can be said to be certain, except death and taxes.” However the good news is that both of these don’t necessarily have to occur together. This is one area where we...

9th February

Financial Priorities in your 30s

Daniel Hardiman

What's important financially when in your 30's This is the first in a series of articles that will be aimed at people at different stages of life. Today we're starting with those in their younger more carefree years, but probably...

7th December

Financial Priorities for each stage of life

Daniel Hardiman

What are your financial needs now? We spend our days helping clients to plan their financial futures. What we see is that people face similar challenges depending on their stage of life. At the same time of course, each and...

7th December

5 Key Principles to Becoming a successful investor

Daniel Hardiman

Investing today can be a bit of a minefield. You could end up paralysed by fear, worrying about the possible impact of the likes of Covid, Brexit, market fluctuations and the economic impact of climate change. However as your financial...

16th June

Is it time to get your money off deposit?

Daniel Hardiman

Are we finally getting back to normal? It’s great to see people out and about again as the country eases itself out of lockdown. And for all of those retail businesses that were forced to close their doors, the early...

8th April

5 lessons from living through Lockdown

Daniel Hardiman

We’re currently doing a lot of planning work with clients whose financial situations have changed greatly in the last year. As part of this process, we’ve taken a little bit of time to stop and reflect on some of the...