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#AnnualAdviceAppointment #RightName #RightOwnership #RightTaxWrapper ... See MoreSee Less

#AnnualAdviceAppointment #RightName #RightOwnership #RightTaxWrapper

Once Will Writing has been done, Inheritance Tax Planning is often the next things that clients ask about

#WhatAboutMe? #WhatDoTheyPay? #IHT #AnnualAdviceAppointment
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Once Will Writing has been done, Inheritance Tax Planning is often the next things that clients ask about

#WhatAboutMe? #WhatDoTheyPay? #IHT #AnnualAdviceAppointment

A brilliant 2 minute video, where a client of one of my colleagues talks about the impact that having, and claiming on her critical illness policy had for her and her family. #powerful #WhatIfItHappens #AskForHelp #RealLife #NotAnActoryoutube.com ... See MoreSee Less

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3 weeks ago

Claire at Blueprint

Wow ! 3 more mortgage offers received this week, and I've had the opportunity to help a lady with 7 pension pots from old employers pull them together into one, easy to understand and monitor plan with all the new pension freedoms. A really great week! ... See MoreSee Less

Wow ! 3 more mortgage offers received this week, and Ive had the opportunity to help a lady with 7 pension pots from old employers pull them together into one, easy to understand and monitor plan with all the new pension freedoms. A really great week!

3 weeks ago

Claire at Blueprint

Don't overpay on insurance #HereToHelp #SeekAdvice #ReadTheSmallPrint ... See MoreSee Less

Dont overpay on insurance #HereToHelp #SeekAdvice #ReadTheSmallPrint

4 weeks ago

Claire at Blueprint

This week Sally went over to a client's house to meet a surveyor as the client was unable to attend #WeGoTheExtraMile #AlwaysHappyToHelp #GivingTheBestService ... See MoreSee Less

This week Sally went over to a clients house to meet a surveyor as the client was unable to attend #WeGoTheExtraMile #AlwaysHappyToHelp #GivingTheBestService

4 weeks ago

Claire at Blueprint

This week is self care week.
What exactly does your insurance cover you for if you were off sick? #AlwaysBePrepared #MakeSureYouHaveTheRightCover #NoNeedToStress #HereToHelp #LookingAfterYourself
... See MoreSee Less

This week is self care week.
What exactly does your insurance cover you for if you were off sick?  #AlwaysBePrepared #MakeSureYouHaveTheRightCover #NoNeedToStress #HereToHelp #LookingAfterYourself

1 month ago

Claire at Blueprint

Another one of our core values.
We love partnering with our clients to make sure they get the best possible deal. #WorkingTogether #TimeForAChat #BestPossibleDeal #Partnership
... See MoreSee Less

Another one of our core values.
We love partnering with our clients to make sure they get the best possible deal. #WorkingTogether #TimeForAChat #BestPossibleDeal #Partnership

1 month ago

Claire at Blueprint

Today is world quality day!

It's not always about the cheapest option, we only use the best quality companies for our customers to make sure they are getting the right cover for their needs. #TheBestQuality #WorldQualityDay2018
... See MoreSee Less

Today is world quality day! 

Its not always about the cheapest option, we only use the best quality companies for our customers to make sure they are getting the right cover for their needs. #TheBestQuality #WorldQualityDay2018

1 month ago

Claire at Blueprint

A lovely thank you, from some amazing clients. ... See MoreSee Less

A lovely thank you, from some amazing clients.

1 month ago

Claire at Blueprint

How long would your money last if you was off sick? Use this handy money calculator to find out. #BePreperared #Don'tLetSicknessAffectYourBankBalance
buff.ly/2P47iW2
... See MoreSee Less

How long would your money last if you was off sick? Use this handy money calculator to find out. #BePreperared #DontLetSicknessAffectYourBankBalance 
https://buff.ly/2P47iW2

1 month ago

Claire at Blueprint

Have you thought about how you would pay your bills? Do you have a plan?
#SicknessBenefit #SickPay #EmergencyFund
www.bbc.co.uk/news/av/business-38876484/sickness-and-wages-do-i-get-paid-if-i-am-off-work
... See MoreSee Less

Have you thought about how you would pay your bills?  Do you have a plan?
#SicknessBenefit #SickPay #EmergencyFund
https://www.bbc.co.uk/news/av/business-38876484/sickness-and-wages-do-i-get-paid-if-i-am-off-work
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