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What Am I Worth If I Die? The Crucial Truth About Life Insurance and Your Family’s Future
Whilst in a recent networking meeting, a poignant question arose: a wife wondered if someone was worth more dead or alive. This made me think about our financial legacies and …
Read MoreUnlock the Power of Lifetime ISAs: Beyond Just Buying a House
Are you under 40 and thinking about your financial future? It’s time to reimagine the potential of a Lifetime ISA (LISA). While commonly associated with purchasing property, the benefits of …
Read MoreUnlocking Your Dream of Homeownership with a Financial Adviser
For many, the journey to homeownership is a significant milestone, whilst many think that it’s difficult to achieve due to the size of deposit’s required, mortgage rates, price of houses …
Read MoreSafeguard Your Livelihood: The Importance of Income Protection
Are you among the 93% of UK adults without income protection?* If so, it’s time to consider the invaluable security it offers. Income protection provides you with a lifeline, offering …
Read MoreUnlocking Your Pension Potential: Is Consolidation the Right Move?
Are you pondering the age-old question: “Should I consolidate or merge my pensions?” The idea of merging your pensions may seem daunting, but it could be a strategic move toward …
Read MoreThe importance of Financial Protection for renters
Are you renting? Has anyone ever talked to you about the importance of financial protection? When my wife and I were renting early in our relationship, no one explained the …
Read MoreAre You Renting Your Lifestyle?
I recently saw this as a title and it got me thinking about how true this is, imagine this: you’re living comfortably, paying your mortgage or rent, covering bills, enjoying …
Read MoreAre you among the 38% under saving for retirement?
Recent government data highlights a critical issue for many: 38% of working-age people—equating to around 12.5 million individuals—are under saving for retirement. But what does this mean for you, and …
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Latest Newsletter
Smart Money Newsletter – Sept/Oct 2023
HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …
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Smart Money Newsletter – Sept/Oct 2023
HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …
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eSmart Money Newsletter July/August 2023
KEY STEPS TO ACHIEVING A COMFORTABLE RETIREMENT Welcome to our latest edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential …
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Smart Money Newsletter March/April 2023
MAKING THE RIGHT PREPARATION FOR FUTURE GENERATIONS Welcome to our latest edition. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards …
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Smart Money Newsletter January/February 2023
TAXING TIMES. TIME FOR A TAX HEALTH CHECK? Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is ticking and it …
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Smart Money Newsletter November/December 2022
DON’T ABANDON PENSION CONTRIBUTIONS AS PRICES RISE Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household …
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Smart Money Newsletter September/October 2022
COST-OF-LIVING CRISIS DELAYS HOMEOWNERSHIP, HAVING CHILDREN AND RETIREMENT Welcome to our latest edition. Rising living costs have been so significant in recent months that most UK households will have noticed …
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