Latest Insights
Insights | 17.04.2025
The Importance of Protection Planning
Aaron Cunningham, Wealth Manager, highlights that true financial planning includes protecting your income and family through cover like life insurance, illness, and income protection.
Insights | 18.03.2025
Boost Your UK State Pension: Irish Citizens’ Limited-Time Opportunity Ends Soon
Marta Pelc, Pensions Advisor gives insight how Irish citizens who worked in Britain for at least three years can purchase up to 18 additional years of National Insurance contributions until April 5, 2025, significantly enhancing their UK state pension entitlements beyond the standard option.
Insights | 28.02.2025
Retirement Planning: How Much Should You Save for a Secure Future?
Marta Pelc, Pensions Advisor discusses the importance of planning for retirement, highlighting how early savings and understanding your retirement income needs can ensure financial security. She covers the role of state pensions, private pension contributions, and the limitations of auto-enrolment in meeting future needs.
Insights | 27.01.2025
The Demands for Creating and Maintaining Wealth that Transcends Generations
Marta Pelc, Pensions Advisor, discusses creating and maintaining wealth that transcends generations is a dream for many families, but it demands considerate key steps.
Insights | 06.12.2023
From Boss To Beach Bum: How Retirement Planning Can Help You Trade The Swivel Chair For A Sun Lounger
With many companies having aligned their company tax year with the financial year, their end-of-year as at 31st December is fast approaching.