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

Economic Update for February

Economic Review – February 2020

On the 31st January the UK officially left the EU and it is now embarking on an 11-month transition period during which formal trade negotiations…

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Time to find your lost pension

Lost Pension? How to find it

In todays modern economy, people no longer have a job for life. Most people will have a number of jobs, and will be contributing to…

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Quarterly Financial Bulletin – Winter 2020

In this quarter’s edition of our Financial Bulletin we look at Financial resolutions for a prosperous New Year. This includes the benefits of creating a…

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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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