The literature section contains downloadable and embedded versions of all our publications and sales materials, as well as guides to a variety of financial issues.


Smart Money - Your guide to financial matters month by month, in a magazine format.


Pensions and divorce - Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some
cases worth more than the equity in the family home.

Year End Tax Planning - don’t miss the chance to make the most of
valuable tax-efficiencies and allowances.

Income Investing - income-paying funds, an alternative to cash-based savings.

Brexit - The news has recently been full of stories about Brexit, Article 50, inflation and how some key announcements from Spring Budget 2017 could impact our finances.               

Estate Preservation - passing on your wealth in the most tax-efficient way.                                                                              

Protection Matters - protecting, preserving or ultimately distributing your wealth.

Succession Planning - One of the most challenging experiences facing any business leader, especially an entrepreneurial business person who has built a family business from scratch. 

Retirement - How will you ensure you achieve the retirement you deserve?

New Inheritance Tax Rules - Safeguard your wealth for future generations.

Lifetime ISA - New generation of tax-efficient wealth creation.

Estate Preservation - Navigating your options for passing on wealth.

2016/17 Year End Tax Planning - Get ahead with this tax year end checklist.

Professional Financial Advice - What benefits and circumstances to expect when engaging a professional financial adviser.

New Year Wealth Planning - What are your financial goals for 2017?

Investment Matters - A full guide to your investment matters, containing all you need to know when considering long term investments. 

Guide To Wealth Management - Our general guide to financial management is an excellent precursor to a first meeting.

Protecting Your Plan - It's now more important than ever to protect the financial provisions you put in place.

Passive vs Active - Is it better to have your investments work for you, or to follow an index as closely as possible?

Lifetime Allowance - With a further reduction in the allowance, your retirement plans may have to change.

Estate and Inheritance - The rules have changed regarding your estate, and what you leave to your family may now be less than you think.

Investment Planning - What to consider in the changing investment market, and what you should be discussing with your adviser.

LISA - A new way of saving that could considerably augment your finances towards later life. Download our guide to see the benefits.

Retirement Planning - A guide to the methods and opportunities available when planning for your retirement.

Budget 2016 - Your guide to the Chancellor's Budget for 2016, and what the latest changes in the Nation's finances means for you. 

State Pension Changes - Pensions have changed a great deal in 2016, and our guide will detail exactly what you need to consider for the future.