Terminal Illness vs Critical Illness
Terminal Illness vs Critical Illness As regular readers of our blog, you will understand from a financial planning perspective that insurance is the foundation to a solid financial plan. Without protecting you & your family, there is little point in trying to build wealth. It could all come tumbling down quite easily at the stroke […]
Economic Review November 2021
Read our latest ‘Economic Review’ – discovery of the Omicron variant impacted global stock markets… Click here to Download
5 steps to strengthen your finances (and you don’t need a financial planner)
It is true that a financial planners role revolves around retirement planning. Getting those pensions in order, working out what’s possible and helping clients to visualise the retirement they want. It’s also true that if you put some effort into your financial plans, you will have a nice retirement. If you put no effort in, […]
Economic Update October 2021
Our October economic update is out now. In this issue we discuss stronger UK economic growth, soaring inflation and pay levels in the UK. Click here to Download
Autumn Budget and Spending Review 2021
Our autumn budget update provides an overview of the key points, focusing particularly on financial issues that may affect our clients. Click here to Download
Autumn 2021 newsletter
In our Autumn newsletter we discuss some hot topics including financial wellbeing, sudden wealth syndrome and the UK economic outlook. Click here to Download
EWM Economic Update September 2021
In our latest economic update to the end of September, we discuss UK economic growth forecasts, inflation, job vacancies and the retail sector. Click here to Download
Shareholder protection – Keeping a business running when a shareholder is lost
Every business will face challenges, but a shareholder dying or becoming critically ill is often overlooked. Most business owners will arrange a shareholder agreement, setting out the busines strategy, management and how the company is run. Shareholder protection can often be overlooked though. So, what’s the issue? When a shareholder dies, their business interest is […]
An introduction to life insurance
In this document, we explain some of the basics of life insurance, who might need life insurance, how much cover you should have and other useful information. Click here to Download
Engage Wealth Management economic update – August 2021.
In our latest economic review for August 2021, we take a look at growth so far in 2021, the effects of COVID on earnings, government borrowing and plenty more. Click here to Download
