Top Gear

by on 21·10·2022

Most people are familiar with the TV show Top Gear – aside from the silly pranks, this show reviews the inner-most workings, latest functionality and performance of the modern cars hitting the market. From a Lamborghini to a Lada, from a Porsche to a Peugeot, from a Bentley to a Beatle and from a Rolls Royce to a Robin Reliant, they all have their different attributes, styles, functions and capabilities, but essentially, they are all still a car – they all have wheels, a chassis, an engine, a steering wheel and brakes, etc, (although, not my Austin Metro that I bought for €50!) in order to perform a function of getting you from A to B.

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Some personal experiences that might be useful for you when dealing with bereaved clients.

by Ruth Matthews on 10·10·2022

Factfinding helps to understand what is motivating a client; their fears or their goals. Sometimes, however, you need to use fact finding skills to understand how something unexpected could impact a clients’ plans and how you can be more than just their adviser. In this article, Ruth shares some personal experiences that might be useful for you when dealing with bereaved clients.

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Let's Talk Protection.

by on 05·10·2022

We probably all know someone who has been affected by Covid-19 over the last few years. Whether that be a change to employment, ill health, or the loss of a loved one. All of which can affect one’s financial security leading to difficulties in meeting mortgage or rent payments, putting food on the table, or payment of bills.

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