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It can always be a little nerve-racking when you ask clients for honest feedback on your services. We surveyed clients facing a range of circumstances – from dealing with past negative financial advice to navigating their midlife finances to planning retirement. The responses we received were heartwarming and reinforced the transformational impact tailored financial planning can have. Clients were asked the five following questions: Here are just a few examples of the responses we received… “I had taken early retirement from my work. This allowed me to withdraw my pension and the numbers involved were frightening. My previous advisor promised me the world and this sounded great. That quickly turned

Taking out life insurance is a crucial step in protecting what matters most — your loved ones and their financial security. Recent research* highlights a concerning ‘life insurance equality gap’ among UK workers. A survey found that only 50% of salaried employees have life insurance, while an even lower percentage — just 33% — of non-salaried workers, including freelancers, self-employed and those on zero-hour contracts, have cover in place. Insurance provider Beagle Street, which is part of the OneFamily Group, surveyed 2,000 people between the ages of 18 and 50 and asked about their working patterns and attitudes towards insurance. Of those in non-salaried work without life insurance, the most common