What Documents Do I Keep?

  https://www.youtube.com/watch?v=WxOw_udxnuE&t=4s Many people we meet have financial arrangements already in place. In an effort to assist with a review they usually bring the file (or envelope)  with their documents. Without being rude this file (envelope) is...

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Value of Boring Old Life Assurance

If you were ever wondering about the value of boring old Life Assurance please read the piece below posted by a client of mine on Facebook today. There is no need for me to add anything. I can't sleep. I'm awake for the last couple of hours thinking about insurance...

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Worried about your Pensions/Investments post Brexit?

“Worried About Your Pension/Investments?” At the moment investment markets seem volatile, especially after the Brexit vote, and it is quite understandable that people are worried about their hard-earned nest eggs. And, whether they know it or not, most people are...

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To those young and healthy (ish) out there

A thought for the day. I am very healthy....touch wood, thank God, etc. etc. etc.....BUT... if I did become ill I do have a backup plan. I hate statistics....BUT....sometimes they tell you things. And here is a statistic: One in three of us will get a Serious Illness...

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Simple Idea re Investment Risk

    Do you know how much risk your investments/pension plans are prone to? Did you set out to take that amount of risk? Are you comfortable that the risky path you embarked on five/six years ago still suits you? Or are you simply unsure how much risk you have taken,...

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Simple Facts Pensions

    From talking to clients I notice that Pension Policies scare people and seem very complicated. Without being judgemental I feel that the industry doesn't help with some of the literature. So I thought I would just post some simple facts to assist: Pensions are...

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Case Studies, Financial Reviews

Here are some brief examples of the results we have been able to achieve on behalf of our clients:   AP Met client in 2011. Client concerned about lack of growth of Investments/ARF plans Also worried about Risk McCann Financial…… Re-arranged portfolio and achieved...

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Our Services Explained

  Here is a brief summary of what we specialise in:                     Reviewing existing Life and Illness Policies that people may have accumulated over the years, seeing what still makes sense, what can be improved on and, in many cases, if clients can save money....

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