...and why its provision should be considered in your Business Plan

"Establishing a new company can be a very exciting time for you, your family and your employees but undoubtedly it can also be a stressful experience. In and amongst the plethora of protection policies that you will need to implement, from income to liability protection, you can easily overlook your key

The New Year period is a common time for people to take stock of their finances and make resolutions designed to boost their financial wellbeing. And a new study has found the likelihood of success in this area is heavily linked to receiving professional advice and the establishment of clear financial objectives.

Advice is key to success

The recently released research*

A team of young players from a local academy run by Ken Richardson have gone on to enter the Lancaster & Morecambe Men's Table Tennis Championship League, including son of one of our Financial Planners, David Edwards.

Under the captaincy of John Allen, they have played under the name Ken’s Crowd as an acknowledgement of where they started out and where they gained the

The turn of the New Year will have no doubt brought about an abundance of resolutions but we all know that sticking to them is the hardest part. If improving your financial fitness is one of yours for 2020, we have 5 resolutions that you can follow below:-

1. Calculate your personal net worth

This isn’t as difficult as it may sound. Firstly, you need to make a record of