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Many of us now have a lot more spare time on our hands and will be making plans for spending...
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Many of us now have a lot more spare time on our hands and will be making plans for spending...
How much income can you expect from your pension savings? If you are unsure of the answer, you are by...
What do equity release customers really want from the later life lending product? New adviser research from independent analysts AKG...
Retirement is usually viewed as a time of leisure when a lifetime of hard work pays off, and you can...
If you are within five years of retirement transition, you may have several concerns about what the future holds. According...
A rising life expectancy has been changing the nature of retirement, but with rising retirement ages, we often overlook the...
How old is old? The adage goes that you are only as old as you feel. We could determine old...
There are plenty of misconceptions about retirement. Part of my role as a Financial Planner is to help turn retirement...
The traditional approach to retirement has changed, dramatically so, in recent years. What used to be viewed as a cliff-edge...
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 is friendly, very capable and possesses both patience and composure, always responding very quickly indeed to any queries raised by phone or by email, and always setting out comprehensive, lucid and accurate advice, including in reports. She empowers her clients to make the most appropriate choice to meet their needs.
Catriona is without question one of the best care funding advisers in the country. A pleasure to work with as a professional partner she gives her very best every time and would enhance any service with a dedication to her own professional development which enables her to provide quality assured advice in a personalised way.
Catriona has made a difficult process very calm and pleasurable – we could not recommend her more highly.
A number of advisers would no doubt be able to help technically. But for an older, vulnerable client the hand holding approach is of much greater significance than just the technical knowledge. Catriona manages to combine both, which makes her an excellent adviser for the older, vulnerable age group.
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