In the UK, most private health insurance policies renew annually, usually on the anniversary of your cover’s start date. But renewal isn’t just a formality. It’s a key opportunity to check that your policy still suits your needs, budget, and lifestyle. Do you need help with a review? Ahead of renewal, your [...]
We read something shocking recently. Recent figures show that around 40% of UK adults have less than £1,000 in savings. For many households, that would cover only a few weeks of bills. Nowhere near enough to keep up with mortgage repayments if their income stopped unexpectedly. How do your savings look?Do you think [...]
January is a natural time to get organised. Budgets are under review, paperwork is being sorted, and many people are looking for ways to rebalance monthly spending. One area that often benefits from a quick check at this time of year is general insurance. Particularly, home, contents and car cover. Why [...]
January is often a time for reflection and forward planning. For homeowners in later life, it can also be an opportunity to review how their property fits into their overall financial picture. Equity release is one option that can form part of this broader conversation, particularly when looking to rebalance income, reduce financial [...]
January is often when people take a step back and look at their finances with fresh eyes. Once the festive period has passed, it becomes easier to focus on what really matters. Keeping income flowing, protecting family finances and ensuring plans stay on track if the unexpected happens. This is where protection insurance [...]
January has a habit of making us take stock. New diaries, fresh plans, and a quiet promise to be a bit more organised this year. While many people focus on budgets and routines, there’s one important area that often gets left behind: health insurance. If your policy has been quietly ticking along in [...]
Delivered by Chancellor Rachel Reeves on 26th November, the 2025 Autumn Budget brings a mix of new changes. We’ve gone through the details, and here are some changes that you’ll want to keep a close eye on. The good news first: Stamp Duty remains unchanged for main-residence buyers. The government reaffirmed its commitment [...]
The festive season & your finances The festive season can be magical. But honestly, we are speaking to so many of our clients, and the cost of living is really weighing on everyone’s mind. Christmas is a time to think of family, and maybe equity release is something you can consider. Our role [...]
Choosing the Right Insurance Can Feel Overwhelming When it comes to protecting yourself and your family, choosing the right insurance can feel a bit overwhelming. There are so many options. Life cover, income protection, critical illness, and health insurance – every provider seems to promise something different. Did you know that nearly one [...]
Health Insurance Has Evolved Health insurance has come a long way. Once seen as something you only used when you were unwell, today’s health cover is changing. Health insurers are moving from being “payers” who step in only after a claim to becoming “players” in keeping you healthy, active, and informed. Did you [...]
