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6 articles

News

How do you pay for long-term care?

25 September 2026

If your parents are getting older, or you’re starting to look ahead for yourself, the cost of care is probably a question you’ve thought about and put away for another day. It can feel like a ‘future problem’ right up until the day it becomes urgent.

News

How do you pay for long-term care?

25 September 2026

If your parents are getting older, or you’re starting to look ahead for yourself, the cost of care is probably a question you’ve thought about and put away for another day. It can feel like a ‘future problem’ right up until the day it becomes urgent.

News

Do I really need income protection?

8 September 2026

There is an inextricable link between reaching life goals and financial planning. The more proactive you can be in understanding, organising and investing in your financial wellbeing, the better your chances of securing those goals.

News

Should you loan money to your children or gift it? Why this decision matters more than you think

28 August 2026

"Should I loan this money to my daughter or just gift it to her?"

News

Planning for Choice at 55

7 August 2026

The professionals I work with across Bristol and the South West in their 40s aren't asking, 'When can I retire?'

News

How do we plan for school fees and still live well?

22 July 2026

When you have children, you want the very best for them. For a lot of the families I work with, that includes private education.

News

Splitting your money is not the same as splitting your risk

2 July 2026

This conversation comes up most weeks, in one form or another. The phrase I often hear is, "I don't want all my eggs in one basket."