The Heart of What we are about
We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations.
Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve.
Unlike many financial advisers who focus only on your money, we put your life first and your money second.
We work together with our clients to build their personalised financial plan which sets them on the road to financial independence and personal freedom.
When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done.
Our relationships with our clients are very important to us and they are built on integrity, authenticity and trust. You can relax and focus on the things that really matter, knowing that we are always on hand to help when you need us.
How To Invest For Income In A Low Interest Rate Environment.
In this episode Orry Henderson looks at gaining an income from investments even in a low interest rate environment.
The guide is to help investors who are primarily looking for an income as opposed to capital growth.
Investing in an Investment Portfolio Vs Buy-to-Let Property
In this episode Orry Henderson looks at the comparison between investment portfolios and investing in a buy-to-let property.
What are the pro's and con's of each and which would be best for you to invest in.
Getting Used to the New Normal
In this episode Emma Crossick has discussed the 'New Normal' with Alan Moran.
How has the Covid pandemic changed the way meetings are held and will this continue into the future?
She also look at the pros and cons of this new Zoom way of working.
A Guide to Investing Ethically
In this episode Orry Hendeson discusses the ethical approach to investing.
How do peoples views on social, environmental and ethical factors impact their investment strategy.
Getting Good Investment Performance On Your Pension
In this episode Orry Henderson looks into how important it is to gain a good investment performance on your pension.
He also looks at how much difference future returns make on your pension pot.
Stupid Things People Do With Money
In this episode Emma Crossick talks to Alan Moran about how people can be prone to doing stupid thing with their money.
This is not just about dropping some cash in the street or losing your purse.
It's about not doing your homework when it comes to investments and not seeking the right advice before making decisions which affect your finances.