


Lockdown can’t stop your retirement dreams
January has always been the month to try and make New Year’s Resolutions, but this year is very different. As...
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January has always been the month to try and make New Year’s Resolutions, but this year is very different. As...
It’s not easy going through the experience of finding the right care for a loved one. It is an emotional...
How do people use the cash they raise from equity release? That was the question posed in research from SunLife,...
What a year! We still have a few weeks to go before we say farewell (or good riddance!) to 2020,...
What worries women approaching retirement? New research has found that, for many women approaching retirement age, there is a ‘confidence...
Retirement has changed in recent decades, and is likely to continue changing. New research suggests that a new group of...
The latest official figures show a total of more than 100,000 divorces in England and Wales last year. According to...
New research suggests that 4 in ten people are keeping secrets about credit cards, loans and savings. The research from...
When do you plan to retire? Early retirement is a common financial planning goal for many, with ‘early’ often defined...
If you have a pension, you normally receive one pension statement each year; your annual or yearly pension statement. Within...
Catriona puts herself out to be available where and when it suits us. We have no hesitation in recommending her for all aspects of later life financial advice.
Catriona has managed to blend an empathetic approach through understanding the needs and wishes of family members bringing clarity to practical financial planning. Catriona’s wealth of knowledge and professionalism, secured the family in her safe guidance. Her services come highly recommended.
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.
Catriona’s friendly but professional approach and her endless patience, often explaining things over and over was reassuring to us and as we have progressed with the financial planning, we found we were looking forward to and enjoying our meetings.
Professional, approachable and thorough at all times, Catriona gave us sound advice and explained our options in a straightforward plan. Following Catriona‘s recommendations has enabled me to retire in the confidence that I can afford to do so and my husband has cut his working hours substantially.
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