Month: September 2018

Pension Awareness Day

As 15th September is Pension Awareness Day (yes, it’s actually a thing!), I thought it would be a great opportunity to quickly revisit the world of pensions and retirement, offering up some tips and useful information to help keep you in the know. As well as looking after your own retirement, have...

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MDRT Speaks & ConneXion Zone Presentations

I recently had the privilege of being invited to speak at the Million Dollar Round Table (MDRT) Annual Meeting. MDRT is an organisation that was formed in 1927 and is dedicated to encouraging ethical values and sharing professional knowledge, whilst helping to improve business practices and client...

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Whether you are an executive, professional, business owner or retiree our adviser Jerry Wellington will be able to review your current situation and agree with you a better way forward which will generally simplify matters and bring clarity to your financial future.

We look forward to hearing from you. Call us on 01872 278588 to arrange a meeting, at our cost, or email us at , we very much look forward to meeting you.

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