Latest news

Guide to Investing for Life’s Journey

01 April 2021

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

11 March 2021

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

11 March 2021

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

11 March 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

19 January 2021

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

19 January 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

10 January 2021

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)

01 January 2021

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 Guides

Lifestyle
Protection

Protecting your family's financial security for the future

 

Pension
Consolidation

Today, new pension freedoms to decide.

 

Latest Newsletter

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 …

Read More

Previous Newsletters

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 …

Read More

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, …

Read More

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 …

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Smart Money Newsletter July – August 2020

July 14, 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 …

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Useful Guides

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