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Turbulent Times Call for Calm

In times of financial uncertainty, it’s only natural to feel the urge to take action. Whether markets are surging or slumping, many investors are tempted to try and time their entry or exit to perfection. But here's the reality: successful market timing is almost impossible — even for professionals. Instead of trying to guess the

By |2025-04-09T10:13:47+00:00April 2nd, 2025|Financial Advice, Investment, Pensions, Protection|Comments Off on Turbulent Times Call for Calm

Farewell New Year’s Resolutions…

...Hello Long-Term Financial Success! If, like me, you had big fitness plans for 2025 and failed by mid-February, don’t beat yourself up. There’s still time to get back on track…but that’s not what I’m talking about today! Fitness goals aside, a financial plan for 2025 is still within reach.  Beyond Resolutions: A Financial Plan That

By |2025-03-16T15:05:51+00:00March 16th, 2025|Financial Advice, Investment, Mortgages, Pensions, Protection|Comments Off on Farewell New Year’s Resolutions…

Getting Financially Fit for 2025

Make 2025 a Year of Control It feels like now more than ever, we are living in a world like no other. The word “unprecedented” might be the most overused word of 2025. With uncertainty looming large, it’s easy to feel a bit anxious about the future. While we can’t control global events, we can

By |2025-03-16T14:11:37+00:00December 10th, 2024|Investment, Mortgages, Pensions, Protection|Comments Off on Getting Financially Fit for 2025

Taking your Taxes to Task

Every year, we are bombarded with information on items that we should / can or have yet to claim or declare. It can be a bit of a confusing time but we find that the main points below will highlight the tax reliefs and claims that can be most commonly made before the deadline (31st

By |2024-11-05T12:19:23+00:00October 31st, 2024|Financial Advice, Investment, Mortgages, Pensions, Protection|Comments Off on Taking your Taxes to Task

Beyond Mortgage Protection

Understanding Your Protection Needs Life is full of unexpected twists and turns. While we can't predict the future, we can safeguard ourselves and our loved ones with comprehensive protection. While mortgage protection is essential for safeguarding your home, it's often not enough to fully protect your family's financial well-being. It's like having a safety net

By |2024-11-05T12:20:42+00:00September 17th, 2024|Financial Advice, Investment, Mortgages, Pensions, Protection|Comments Off on Beyond Mortgage Protection

The Value of Financial Advice: Is it Worth the Investment?

You've worked hard to build a secure financial life. You've got a good job, a comfortable home, and maybe even some savings tucked away. But with so much conflicting information out there, you might wonder: could a financial advisor really make a difference? The answer, based on ​research by Brokers Ireland, is a resounding yes.

By |2024-09-17T08:04:03+00:00July 23rd, 2024|Investment, Mortgages, Pensions, Protection|Comments Off on The Value of Financial Advice: Is it Worth the Investment?

“For a man’s House is his Castle” – Life Insurance & Mortgage Protection

In this article, we explore the importance of protecting your most valuable asset and what the various options are. This includes key differences between mortgage protection and life insurance, helping you understand the considerations that should be factored in when saving for your future. In 1644, English judge Sir Edward Coke was quoted as saying,

By |2024-05-30T14:31:41+00:00May 29th, 2024|Mortgages, Protection|Comments Off on “For a man’s House is his Castle” – Life Insurance & Mortgage Protection

Getting Financially Fit for 2024

This festive season, we are living in a world like no other. Many of us are still reeling from the pandemic in addition to inflation, low interest rates and wars across Europe and the Middle East. All these circumstances have ushered in unwelcome volatility in the markets. This leaves many of us looking towards 2024

By |2023-12-18T13:38:22+00:00December 18th, 2023|Investment, Mortgages, Pensions, Protection|Comments Off on Getting Financially Fit for 2024

Mortgage Protection vs Life Insurance

What is the difference between Mortgage Protection and Life Insurance. Usually when people refer to Life Insurance they mean Level Term Assurance, here is a quick video on what the difference is. Hopefully it gives you an idea of what you need. If you want to talk to us about life insurance, mortgage protection or

By |2021-11-11T12:00:47+00:00November 2nd, 2021|Protection|Comments Off on Mortgage Protection vs Life Insurance
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