Later life mental health is in the spotlight this week, but you might be wondering, what is a Financial Planner...
When you hear the term 'death planning', it probably invokes a rather morbid series of thoughts. But death planning isn't...
With the Budget coming up next week, new Chancellor Rishi Sunak could be eyeing up inheritance tax reform as a...
We face a care crisis tipping point in the UK. With an ageing population, local authorities are increasingly struggling to...
The costs of funerals have increased dramatically over the past ten years, at three-times the rate of UK’s inflation. Rising...
There are plenty of misconceptions about retirement. Part of my role as a Financial Planner is to help turn retirement...
Catriona has made a difficult process very calm and pleasurable – we could not recommend her more highly.
Mrs F Vigar
With Catriona’s calm and patient approach, she was able to untangle my mother’s finances, and guide her towards making the necessary decisions to simplify and consolidate her wealth. I would not hesitate to recommend her to anyone needing financial advice.
I believe it was important to choose you as a SOLLA: there can never be any doubt that I have acted prudently with my mother’s estate. I know that I have made good decisions within the risk parameters I set. I know that my investments will be monitored and I don’t need to watch them all the time.
Mr D Court
You couldn’t have been easier to talk to. I felt confident that you knew all about the money side of things, and I also saw that you had a good understanding of the kind of issues people may have to face in later life. So I was sure I could rely on your advice.
Ms A Macnair
You simplified the process of getting the best deal for us by getting us to understand what was important to us and providing us with the options. It became less stressful and we always felt you had our best interests at heart.
Ms S Crabtree