Our Thoughts: Page 2

Our regular client survey is a really useful tool to give us a clearer picture of how people are feeling about their financial future, and the challenges and priorities they’re…

“I have never been 'a runner', or a gym go-er and have never really done any form of regular exercise since leaving school in 2000” says Active client Ian, from…

We are delighted to have been named Financial Planner of the Year 2024 - Northern England by SME News Magazine at this year’s UK Enterprise Awards. Click here to watch…

Sadly, nearly half of all marriages in the UK end in divorce. Therefore, if you haven’t been through a divorce yourself, you almost certainly know someone who has. However, what’s…

Friday 5th July brings one of our favourite charity events of the year – the Walk in to the Light. Now in to its 4th year, the event was the…

As a financial adviser, one of my primary goals is to ensure that my clients are well-prepared for whatever life might throw at them. Read on or click here to…

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. Read on, or click…

Did you ever come across those adverts from the DWP (Department for Work and Pensions) a few years ago?...... Read on, or click here to watch the video They had…

It’s important for us to keep in regular contact with our clients, and in April we surveyed a group of 1085 (clients) for their thoughts on the year ahead. The…