Should I Wrap My Investments? – Hot Topics Q & A

Q. I keep reading about ‘Wrap Platforms in the press, and have noticed you also use them for your clients’ investments. My own adviser says he prefers to use the ‘tried and tested’ insurance companies for my ISAs and Pension policies. What are the main advantages of using this way to manage your investments? A. This is [...]

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Critical Illness Cover – Do Insurers Get it Wrong With Claims? – Hot Topics Q & A

Q. I’m looking to purchase life cover and critical illness cover. How often do insurers wrongly turn genuine claims down? A. This is a great question as some people’s perception is that insurance companies set out to try and turn down claims whenever possible. Let’s look at some numbers… In 2007 and 2008 (combined) there were [...]

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How Safe Is Your Money? – Your Guide To Protection

My goodness what a rollercoaster it has been recently! It seems that not a day goes by without more gloom. A bank goes bust or is rescued, an insurance company is swallowed up by another or is nationalised. It is in times like these that people quite naturally get very worried and want to make [...]

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