Skip to content

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

Awards

Latest news

The December 2019 election results are in

Following six weeks of intense campaigning, the result is in. The electorate has delivered its verdict. Click on the link below to read our summary…

Read More...

Economic Review – December 2019

With only a few days to go until the UK goes to the polls, all eyes are on the election as the result could influence…

Read More...

Economic Review – November 2019

In this month’s economic review we continue to look at the positive data coming from the UK which shows better than expected performance from the…

Read More...

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…

Read More

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…

Read More
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…

Read More

How to partially cash in a Final Salary Pension Scheme

Releasing money from a Defined Benefit Pension¬† Martin is aged 54, and is married to Katie who is aged 51, they have two children. They…

Read More

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…

Read More

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…

Read More

Download now

Download now

Download now

Download now

Download now