Financial Guides and Factsheets

Take your time to browse these useful Factsheets and feel free to contact us if you have any questions or if you would like to take independent financial advice.



Pensions and Retirement

  • Changes to pensions from April 2016

  • Self-invested personal pensions

  • Pension freedoms: one year on

  • Consolidating your pensions

  • Question time

Tax Planning

  • Optimising your tax position

  • Inheritance Tax


  • Investments - from a tax perspective

  • The Help to Buy ISA

  • Portfolio review

  • New Lifetime ISA

  • Pound-cost averaging

  • Asset classes

  • What's in your basket?

  • Brexit: Investments

  • Brexit: Pensions

  • Investing for income

Family and Other Guides

  • Key financial dates for your diary

  • Tips to get your finances on track

  • Wealth goal-setting

  • Income protection

  • Life Assurance