Resources

Free Guides Download

Please find below some useful free downloads to help you when reviewing your finances.

  • An Introduction to Pensions

    Including: what you can pay in and how you can access your funds
  • An Introduction to ISAs

    Including: what is the right ISA for you, and where to invest
  • An Introduction to Inheritance Tax

    Including: Who pays, the residence nil-rate band and ways to reduce your liability
  • An Introduction to Life Insurance

    Including: Deciding how much cover you need and what type
  • An Introduction to Equity Release

    Including: Getting to Grips with the basics
  • Tax Guide 2020-21

Awards

Latest news

Investment Adviser of the Year 2020

This national competition saw entries from firms across the whole country, and we are really happy to win this prestigious award. Having started in 1988…

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Economic Review – September 2020

As recent economic statistics confirm the UK officially entered recession, Bank of England (BoE) forecasts suggest the slump will be less severe than previously thought,…

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Economic Review – August 2020

Although recent data has confirmed that the UK economy is recovering from its Coronovirus lockdown slump, the longer-term outlook (surprisingly) remains decidedly unclear.  In our…

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Why use a Financial Adviser?

  In our case study below, we run through the scenario of some new clients who thought they could manage their portfolio themselves. However eventually…

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How do you find a lost pension?

  Research by the Association of British Insurers (ABI) conducted in 2018 found there were approximately 800,000 lost pensions in the UK which amounted to…

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Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as…

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Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to…

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Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the…

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Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he…

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