What Documents Do I Keep?

What Documents Do I Keep?

  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 usually stuffed full of papers/reports/quotations...
Case Studies, Financial Reviews

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...
Our Services Explained

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...
Pensions Idea for a Business Person who Doesn’t Believe in Pensions

Financial Advice for Your Business

Take Care of (Your) Business Most small businesses today are fighting to survive in a difficult economic climate. In addition to this many rely on 1 or 2 key people to keep things running smoothly. This situation gives rise to a number of important questions: Could...