Latest news

Smart Money Newsletter Jul-Aug 2021

28 July 2021

ARE YOU CLAIMING ALL OF THE GENEROUS TAX RELIEF YOU’RE ENTITLED TO? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a …

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Guide to Critical Illness Cover

25 July 2021

HELPING YOU FOCUS ON RECOVERY, NOT YOUR FINANCES Everybody wants to feel that, even if they were diagnosed with a critical illness, they’d be able to cope financially. Critical Illness …

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Guide to Inheritance Tax Planning

20 July 2021

THE FUTURE CAN’T BE PREDICTED, BUT IT CAN BE PROTECTED You no doubt want your loved ones to inherit as much of your wealth as possible when you die. Estate …

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Guide to Portfolio Diversification

15 July 2021

WHY YOU SHOULD SPREAD YOUR SAVINGS AND INVESTMENTS Trying to navigate the ups and downs of market returns, investors seem to naturally want to jump in at the lows and …

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Smart Money Newsletter May/June 2021

07 May 2021

A New Tax Year, A New Start For Your Finances CREATING A ROADMAP FOR YOUR FUTURE FINANCIAL SUCCESS Welcome to our latest edition. As we enter another new phase in …

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Guide to Future of Retirement

07 May 2021

Clarifying your vision to determine the best course of action The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With …

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Guide to Six Principles of Investing

07 May 2021

Putting aside money for your future and getting it to work for you Whatever stage of life you’ve reached and whatever plans you may have for the future, you want …

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Guide to Passing Assets Efficiently to the Next Generation

07 May 2021

What will your legacy look like? The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going …

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Latest Guides

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

 

Latest Newsletter

Smart Money Newsletter Jul-Aug 2021

July 28, 2021

ARE YOU CLAIMING ALL OF THE GENEROUS TAX RELIEF YOU’RE ENTITLED TO? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a …

Read More

Previous Newsletters

Smart Money Newsletter Jul-Aug 2021

July 28, 2021

ARE YOU CLAIMING ALL OF THE GENEROUS TAX RELIEF YOU’RE ENTITLED TO? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a …

Read More

Smart Money Newsletter May/June 2021

May 7, 2021

A New Tax Year, A New Start For Your Finances CREATING A ROADMAP FOR YOUR FUTURE FINANCIAL SUCCESS Welcome to our latest edition. As we enter another new phase in …

Read More

Smart Money – March/April 2021

March 11, 2021

Welcome to our latest edition. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered his Budget 2021 speech. We’ll look at the key announcements and …

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Smart Money Newsletter Jan – Feb 2021

January 19, 2021

NEW YEAR, NEW START TO YOUR FINANCES Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, …

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Smart Money Newsletter Nov-Dec 2020

November 1, 2020

Welcome to our latest issue. Inside, we look at a number of different topics to help you accomplish what matters most to you and your family as the festive period …

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Smart Money Newsletter Sept – Oct 2020

September 1, 2020

Welcome to our Guide to Post-COVID-19 Retirement Planning. Every day the barrage of COVID-19 news has been unrelenting. The impulse to react, and to protect what we have, is understandably …

Read More

Useful Guides

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