What to gather before a first financial advice meeting
A practical checklist of statements and questions that make a first consultation far more useful.
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Notes from the advice room
Short articles on the questions clients bring to UK financial advice and consulting meetings—documents, pensions, cash flow, and protection.
How Welsh households often underuse workplace pensions
Auto-enrolment got people into schemes; contribution levels and investment choices still need attention.
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Separating company cash from personal wealth as a sole trader
Practical habits that stop business revenue from disappearing into household spending without a plan.
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Life cover amounts that match a Welsh mortgage, not a guess
Why cover should follow outstanding debt and dependent needs rather than a round number that sounds safe.
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