Here’s where you’ll find news, updates and topical advice on insurance, financial planning and relevant current affairs as well as news of charity, fundraising and support initiatives that allow us to give back to our local and wider community.
NewsWhy successful investing starts with your mindset, not the marketsWhat’s the most important factor affecting the performance of your investments? Your mind might jump to the ups…
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Financial PlanningBusiness owners: Could an employee trust provide you with an exit strategy?High street toy shop The Entertainer revealed that it has transferred 100% ownership of the family-owned business to…
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Financial Planning3 reasons why your financial protection claim could be rejectedMany people wrongly assume that financial protection rarely pays out. While this is untrue, there are times when…
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Financial Planning3 steps you can take to create a charitable legacyLeaving a legacy to charity in your will is a great way to support the causes that are…
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News£48,000 was lost to pension fraud every day in 2024In September 2025, Action Fraud warned pension savers must remain vigilant as more than £17.5 million was lost…
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Financial PlanningWhat footballer Kevin Keegan tells us about retirement planningThis guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as…
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