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

  • Sustainable and Ethical Investing

    Getting to grips with the basics
  • Long Term Care Guide 2020

    Getting to grips with the basics

Awards

Latest news

Economic Review – November 2020

The latest gross domestic product (GDP) statistics show that, while the UK recovery did continue in August, the pace of growth has slowed and output…

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Quarterly Financial Bulletin – Autumn 2020

  As the COVID-19 pandemic continues, in this quarter’s financial bulletin we assess the impact of the pandemic on the UK and beyond. We begin…

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Your Questions Answered

This month Khalil Kasparis our Senior Financial Planner who gives financial advice to our High Net Worth Clients, gives his thoughts to three common questions…

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Wealth Management for Entrepreneurs and Executives

  The wealth management market is very much segmented and filtering through this to assess the best service, relationship, cost, security, and breath of offering…

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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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