Latest news

Smart Money Newsletter November/December 2021

18 December 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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Guide to Self Invested Personal Pension Schemes

18 December 2021

A FLEXIBLE, TAX-EFFICIENT WAY OF SAVING FOR YOUR LONG-TERM FUTURE DO THE SAME TAX AND CONTRIBUTION RULES APPLY TO A SIPP AS OTHER PENSIONS? A SIPP enables you to save …

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Guide to New Year ‘Investment’ Resolutions

18 December 2021

NAVIGATING THE CHOICES PLANNING FOR THE FUTURE BRINGS Like millions of Britons, you’ve probably made some New Year’s resolutions. Now you need to figure out how to make them become …

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Guide to State Pension

18 December 2021

WHAT WILL I RECEIVE FROM THE STATE IN MY RETIREMENT? The State Pension is a vital source of income for millions of retired people across Britain. However, the system can …

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Guide to Building Your Own Financial Plan

01 November 2021

VISION WITHOUT ACTION IS MERELY A DREAM Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down …

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Guide to Your Options at Retirement

21 October 2021

HOW TO TURN YOUR PENSION SAVINGS INTO AN INCOME FOR LIFE There are many things to consider as you approach retirement. It’s good to start by reviewing your finances to …

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Guide to Investing in your Children and Grandchildren

11 October 2021

TURNING GROWING PAINS – INTO LONG-TERM GAINS With many of us living longer, you may be thinking about how you can support your family at the moments that matter. Sharing …

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Guide to Investing

01 October 2021

COULD YOUR MONEY BE WORKING HARDER SO YOU DON’T HAVE TO? Welcome to our Guide to Investing. It’s not surprising that the world of investing can seem complex. Investors today …

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Latest Guides

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

 

Latest Newsletter

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 …

Read More

Previous Newsletters

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 …

Read More

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 …

Read More

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 …

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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 …

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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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Useful Guides

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