Andrea C.

Chartered…… what’s the big deal?

Chartered…… what’s the big deal? You hear the title Chartered financial planner, Chartered associate, Chartered financial advisor but what does it really mean? Often you hear the word Chartered and associate this with an Accountant or a Legal professional but for Financial services professionals being Chartered is a symbol of technical competence demonstrating we are …

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Charitable Giving

‘Giving is the greatest act of Grace’ Charitable giving is one the many ways we can support a charity organisation which is close to our hearts. If you are feeling inspired to give something back, did you know that you can donate to charity through your business (dependant on your business structure)? Limited companies can …

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Critical Illness

Why you can’t afford NOT to have cover. Offering a holistic advice and planning service, protecting what matters to my clients is the core of what I do. Without our income how might we survive or achieve all those objectives we set out in life. Why is this important might you ask? What is protection …

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