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All about equity release

All about equity release

The current generation of retirees has benefited greatly from quite dramatic increases in house prices over the years. And this is great news for retirees in general, but for some people they find that the majority of their wealth is tied up in their property. Now for...
To click or not to click …

To click or not to click …

Should I click? or is it spam? We must ask ourselves this question many times.  We all get emails telling us to ‘click this link’ to read more or to verify our accounts, but how do we know if they are genuine? Our paraplanner, Lesley, shares her experience of email...
To trust or not to trust

To trust or not to trust

It’s good to be trusting. Unfortunately, sometimes our trusting nature results in us getting taken advantage of. That’s what happened to Christine, a client I’ve worked with for many years, who was keen for me to share her story.  ...