Literature

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.


Publications

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


Guides

Guide to Managing Investment Risk - There are many ways to invest, each with different risk profiles. Some methods will be advantageous but offer a poor risk profile. Understanding risk is essential for success.

Guide to Life Insurance Protection - Preparing for a time when you will be absent is often one of the most powerful tools in financial planning. Life Insurance can ensure your family are looked after in difficult times.

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Guide to Creating The Life You Want - There are actions you can take today to create a better and brighter future for you and your family tomorrow. Focus on your future and your goals to achieve strong return.

Guide to Retirement Countdown - If you are aiming to retire within the next five years, it’s time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans.


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Guide to Wealth Preservation - Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune.

Guide to Tax Matters - In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019.



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Guide to Wealth Creation - Anything is possible when you manage your money the right way.


Guide to Individual Savings Accounts - ISAs are an incredibly effective means of shielding your money from both Capital Gains Tax and Income Tax.


Setting Investment Goals - Creating and maintaining the right investment strategy plays a vital role in securing your financial future. How much control do you want over your investments?

Guide to Retirement Planning - Whether retirement is many years away or just around the corner, unless you start planning for retirement now, there is a great danger you could outlive your savings.



Lasting Powers Of Attorney - it is difficult to comprehend that you would ever lose the ability to manage your own affairs, but mental and physical incapacity can happen to anyone at any time.

Shareholder & Partnership Protection - If your business partner or a shareholder died or became critically ill, have you ever thought what the impact could be?



How to Grow your Wealth - Creating a strategy for your investments that match your goals.


Self-Invested Personal Pensions - SIPPs offer a greater control of your retirement plans and lifestyle, do you know all you need to?

Later Life Care - Planning for one of the biggest social challenges in the coming years.


Protection Planning - Everything you need to know to prepare yourself for the impossible happening to you.


Asset Allocation - Where should your capital sit to deliver exactly what you require from it?


Protecting Yourself From Scams - Don't let a lifetime's savings and investments be lost in moments with this guide on how to best protect yourself online.


Guide to Investing - Creating and maintaining the right investment strategy to secure your financial future.


Guide To Inheritance Tax - Passing on your assets efficiently is becoming more and more difficult. 


Guide to ISA Transfers - Looking to boost the funds in your tax efficient account?


New Tax Year Planning 2018/19 - Stay up to date with the key changes in this tax year, several newly introduced initiatives could be beneficial.