Latest news
Smart Money Newsletter November/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 …
Read More
Guide to Self Invested Personal Pension Schemes
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 …
Read More
Guide to New Year ‘Investment’ Resolutions
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 …
Read More
Guide to State Pension
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 …
Read More
Guide to Building Your Own Financial Plan
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 …
Read More
Guide to Your Options at Retirement
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 …
Read More
Guide to Investing in your Children and Grandchildren
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 …
Read More
Guide to Investing
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 …
Read MoreLatest Guides
Latest Newsletter
Smart Money Newsletter November/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 …
Read MorePrevious Newsletters
Smart Money Newsletter November/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 …
Read More
Smart Money Newsletter Sept/Oct 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
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
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
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 MoreUseful Guides
Self Invested Personal
Pension Schemes
A flexible, tax-efficient way of saving for your long term future
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
