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Guide to Investing for Life’s Journey
Guide to Investing for Life’s Journey Planning for future wealth and a comfortable retirement Whatever age you are, wherever you are on life’s journey, it’s human nature to live in …
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Guide to Pension Consolidation
Guide to Pension Consolidation Managing your retirement savings in one place. One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told …
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Guide to Lifestyle Protection
Comprehensive guide to lifestyle protection. In the latest guide we take a look at lifestyle protection and it’s importance. Protection your family’s financial security for the future. – Life insurance …
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Smart Money – March/April 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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Guide to End of Tax Year
KEEPING MORE OF YOUR MONEY TO ENJOY, INVEST, SAVE OR PASS ON Tax never requires a one-size-fits-all approach. Each taxpayer and each year will be different. And with the end …
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Smart Money Newsletter Jan – Feb 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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Guide to designing your own lifestyle plan
IT’S NEVER TOO LATE TO BE WHAT YOU MIGHT HAVE BEEN Welcome to our Guide to Designing Your Own Lifestyle Plan. It happens to most of us at the start …
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Guide to Individual Saving Accounts (ISAs)
USE IT OR LOSE IT! DON’T MISS OUT ON THIS YEAR’S TAX-EFFICIENT OPPORTUNITY If you have cash savings or are investing, there is no reason not to use an ISA …
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Latest Newsletter
Smart Money – March/April 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 …
Read MorePrevious Newsletters
Smart Money – March/April 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 …
Read More
Smart Money Newsletter Jan – Feb 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, …
Read More
Smart Money Newsletter Nov-Dec 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
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 …
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Smart Money Newsletter July – August 2020
A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to …
Read MoreUseful Guides
Individual Saving
Accounts
Use it or lose it! Don't miss out on this year's tax-efficient opportunity.
Investment
Risk
When it comes to investing, one size definitely does not fit everyone
Financial
Goals
How to create financial
goals you can actually
achieve
A Child's
Future
How to ensure your children or grandchildren get the best financial start in life
Retirement Planning
How can I guarantee
the kind of
retirement I want?
Investing For
My Future
Your opportunities.
Your wealth.
Your legacy.
Pension Freedoms
How will you turn your pension into money you
can use?
Life Insurance Protection
Suddenly we're having to think about things we haven't thought about before
Income Protection Insurance
Would you still need
a monthly income if
you can't work?
Critical Illness Cover
Don't let a life-changing moment disrupt your life and put a strain on your family
