Many of you will have heard me talking about the 3 Savings Pots you need to have. Saving for a future financial commitment such as 2nd or 3rd level education fees makes perfect financial planning sense. For the purposes of this article I’m going to focus on Pot 2 –...
In 2021, over 40% of the advice I provided to our clients was in the areas of personal, family or business protection. The specific needs being: Mortgage Protection Income Protection Family Protection (i.e. Life Insurance & Specified Serious Illness Cover)...
In the Spring of 2020, during a pandemic induced period of reflection, I decided to put-off a decision that had been on my mind for a long time. To return to studying. After years of procrastination, I signed up to take on what would turn out to be one of the hardest...
