Latest news

Navigating the Cost of Living Crisis – Your Guide

25 May 2022

HOW YOU CAN KEEP THE COST OF BILLS DOWN WHILE INFLATION IS HIGH Rising inflation and increases in taxes are set to leave millions worse off in 2022. Households are …

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Estate Preservation – Your Guide

23 May 2022

WHAT WILL YOUR LEGACY LOOK LIKE? This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan …

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Building Financial Wealth – Your Guide

17 May 2022

SIX TRIED AND TRUSTED PRINCIPLES TO HELP YOU REACH YOUR INVESTMENT GOALS If you’re new to investing, knowing where to start can be a daunting task. The reality is that …

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Smart Money Newsletter May/June 2022

10 May 2022

FED UP WITH YOUR NINE-TO-FIVE? SIXTY THE MOST POPULAR AGE TO RETIRE EARLY. There are many factors that can influence when someone decides to retire. For some, it may be …

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Smart Money Newsletter Special – Ukraine/Russia Crisis

21 March 2022

WHY INVESTORS SHOULD TAKE A LONG TERM PERSPECTIVE AND NOT PANIC On the 24 February the Russian President, Vladimir Putin, ordered a military invasion against Ukraine. A war that many …

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Guide to Financial Protection

21 March 2022

PREPARING FOR THE UNEXPECTED Change is inevitable. It’s just a part of life. Some changes you can predict, while others you simply cannot. But that doesn’t mean you can’t have …

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Guide to Lasting Power of Attorney

20 March 2022

GIVING SOMEONE YOU TRUST THE AUTHORITY TO HELP YOU MAKE DECISIONS As someone becomes more unwell, they’re likely to find it more difficult to manage money and financial affairs, and …

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Smart Money Newsletter March/April 2022

17 March 2022

INVEST YOUR WAY OUT OF INFLATION, WHY NOW IS THE GOOD TIME TO MAKE SURE YOU PROTECT YOUR WEALTH Welcome to our latest edition. Inside, we look at why now …

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Latest Guides

Cost of
Living Crisis

How you can keep the cost of bills down while inflation is high

 

Estate
Preservation

What will your legacy

look like?

 

Latest Newsletter

Smart Money Newsletter May/June 2022

May 10, 2022

FED UP WITH YOUR NINE-TO-FIVE? SIXTY THE MOST POPULAR AGE TO RETIRE EARLY. There are many factors that can influence when someone decides to retire. For some, it may be …

Read More

Previous Newsletters

Smart Money Newsletter May/June 2022

May 10, 2022

FED UP WITH YOUR NINE-TO-FIVE? SIXTY THE MOST POPULAR AGE TO RETIRE EARLY. There are many factors that can influence when someone decides to retire. For some, it may be …

Read More

Smart Money Newsletter Special – Ukraine/Russia Crisis

March 21, 2022

WHY INVESTORS SHOULD TAKE A LONG TERM PERSPECTIVE AND NOT PANIC On the 24 February the Russian President, Vladimir Putin, ordered a military invasion against Ukraine. A war that many …

Read More

Smart Money Newsletter March/April 2022

March 17, 2022

INVEST YOUR WAY OUT OF INFLATION, WHY NOW IS THE GOOD TIME TO MAKE SURE YOU PROTECT YOUR WEALTH Welcome to our latest edition. Inside, we look at why now …

Read More

Smart Money Newsletter January/February 2022

January 31, 2022

NEW YEAR TAX RESOLUTIONS – MAKING FULL USE OF YOUR RELEVANT TAX PLANNING OPPORTUNTIES Welcome to our latest edition. Inside, we look at New Year’s tax saving resolutions to make …

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Smart Money Newsletter November/December 2021

December 18, 2021

FIVE QUESTIONS TO ASK BEFORE INFLATION REALLY TAKES OFF This issue was written prior to the Chancellor of the Exchequer, Rishi Sunak, presenting the second UK Budget of 2021 on …

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Smart Money Newsletter Sept/Oct 2021

September 30, 2021

BUILD YOUR OWN FINANCIAL PLAN – VISION WITHOUT ACTION IS MERELY A DREAM Welcome to our latest edition. Inside, we look at how having a financial plan in place early …

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Useful Guides

Navigating the cost
of Living Crisis

How you can keep the cost of bills down while inflation is high

Estate
Preservation

What will your legacy

look like?

Building
Financial Wealth

Six tried and trusted principles
to help you reach your investment goals

Lasting Power
of Attorney

Giving someone the authority to help you make decisions

Financial
Protection

Preparing for the
unexpected

Pound Cost
Averaging

Smoothing out
Market Volatility

2021/22 Tax
Year-End Planning

Protect yourself, your family and your future

Managing and
Maximising your Wealth

Create a secure financial future for yourself and your family

Setting Financial
and Lifestyle Goals

Plan for tomorrow, live for
today

The State
Pension

What will I receive from the state for my retirement?

New Year
Investment Resolutions

Navigating the choices planning for the future brings

Self Invested Personal
Pension Schemes

A flexible, tax-efficient way of saving for your long term future

Building your
Financial Plan

Vision without action is merely a dream

 

Your options at
Retirement

How to turn your pension savings into an income for life

Investing in your
Children and Grandchildren

Turning growing pains into long-term gains

Guide to
Critical Illness Cover

Helping you focus on your recovery, not your finances

 

Inheritance Tax
Planning

The future can't be predicted but it can be protected

 

Portfolio
Diversification

Why you should spread your savings and investments

 

Six Principles
of Investing

Putting aside money for the future and getting it to work for you
 

Future of
Retirement

Clarifying your vision to determine the best course of action

 

Passing assets efficiently
to the Next Generation

What will your legacy look like?

 

 

Lifestyle
Protection

Protection your family's financial security for the future.
 

Pension
Consolidation

Today, new pension freedoms to decide how and when.

 

Investing for
life's journey

Planning for future wealth and a comfortable retirement

 

Individual Saving
Accounts

Use it or lose it! Don't miss out on this year's tax-efficient opportunity.
 

Designing your own
lifestyle plan

It's never too late to be what you might have been

 

End of
Tax Year

Keeping more of your money to enjoy, invest, save or pass on

 

6

Investment
Risk

When it comes to investing, one size definitely does not fit everyone 

7

Financial
Goals

How to create financial

goals you can actually

achieve 

8

A Child's
Future

How to ensure your children or grandchildren get the best financial start in life

9

Retirement Planning

How can I guarantee

the kind of

retirement I want?

10

Investing For
My Future

Your opportunities.

Your wealth.

Your legacy.

11

Pension Freedoms

How will you turn your pension into money you

can use? 

12

Life Insurance Protection

Suddenly we're having to think about things we haven't thought about before 

 

13

Income Protection Insurance

Would you still need

a monthly income if

you can't work? 

14

Critical Illness Cover

Don't let a life-changing moment disrupt your life and put a strain on your family