Latest Guides 

How to find or trace a lost pension

Guide to How to Find or Trace a Lost Pension

By James Abram | October 2, 2023

IS IT TIME TO GET YOUR PENSION POTS INTO SHAPE? Tracking down a lost pension pot can be daunting, especially if you’ve switched jobs multiple times. According to research, one …

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Investing Essentials

Guide to Investing Essentials

By James Abram | September 30, 2023

HOW TO BE A SUCCESSFUL INVESTOR to Investing Essentials. Investing is a powerful tool that can help you reach your financial goals. Whether you want to grow your wealth, generate an …

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Saving and Investing for the next generation

Guide to Saving and Investing for the Next Generation

By James Abram | September 25, 2023

TAKING PROACTIVE STEPS IN SECURING YOUR CHILD OR GRANDCHILD’S FINANCIAL FUTURE Today’s young generation is anticipated to face a future with considerably higher expenses than their parents and grandparents. The rising …

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Guide To Protecting Your Financial Future

By James Abram | August 5, 2023

TAKING CARE OF LIFE’S JOURNEY, NO MATTER WHAT IT THROWS AT YOU.  Life is a series of unpredictable moments, and some events may threaten your long- term financial stability. While …

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Guide to Retirement Planning

By James Abram | July 20, 2023

BUILDING A STRONG PLAN THAT WORKS WITH YOUR LIFE NOW, AND TOMORROW. Welcome to our Decade-by-Decade Guide to Retirement Planning. Planning for retirement is essential to ensure you have the …

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Guide to Bonds Vs Equities

By James Abram | July 1, 2023

GETTING THE RIGHT PORTFOLIO MIX TO CREATE A WELL-DIVERSIFIED PORTFOLIO. UK investors seeking income often face the challenge of deciding between bonds and equities for their investment portfolios. Each asset …

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Latest Newsletters

Smart Money Newsletter – Sept/Oct 2023

By James Abram | 20 September 2023

HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …

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eSmart Money Newsletter July/August 2023

By James Abram | 15 July 2023

KEY STEPS TO ACHIEVING A COMFORTABLE RETIREMENT Welcome to our latest edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential …

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Smart Money Newsletter March/April 2023

By James Abram | 30 March 2023

MAKING THE RIGHT PREPARATION FOR FUTURE GENERATIONS Welcome to our latest edition. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards …

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Smart Money Newsletter January/February 2023

By James Abram | 24 January 2023

TAXING TIMES. TIME FOR A TAX HEALTH CHECK? Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is ticking and it …

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Smart Money Newsletter November/December 2022

By James Abram | 30 November 2022

DON’T ABANDON PENSION CONTRIBUTIONS AS PRICES RISE Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household …

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Smart Money Newsletter September/October 2022

By James Abram | 01 October 2022

COST-OF-LIVING CRISIS DELAYS HOMEOWNERSHIP, HAVING CHILDREN AND RETIREMENT Welcome to our latest edition. Rising living costs have been so significant in recent months that most UK households will have noticed …

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