Posts by: Daniel Brooks

15th November 2024 - Daniel Brooks

10 financial tasks to complete this year to head into 2025 feeling confident

The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick off some financial tasks you might be putting off.  Spending some time going through your finances and thinking about what you want to achieve next year could help you step into…

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15th August 2024 - Daniel Brooks

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your estate. As a result, this could have a significant effect on your legacy.  A will is one of the main ways to ensure your assets are passed on to your…

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16th May 2024 - Daniel Brooks

The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly why a financial plan that’s tailored to you can add value – and we’ll start with the financial benefits. When you…

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