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 – February 2021

Although recently released data has revealed a decline in UK economic activity, Bank of England (BoE) Governor Andrew Bailey, has expressed hopes that the vaccine…

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Quarterly Financial Bulletin – Winter 2021

Over the past year, our vulnerabilities have been starkly exposed by coronavirus, and the pandemic continues to present an array of challenges on many different…

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Economic Review – January 2021

Following a gruelling nine-month negotiation process, the UK and EU finally agreed and signed a post-Brexit trade deal just a day before the transition period…

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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. ┬áHe 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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