Our range of free financial guides help you to understand the basic principles of financial planning so you can make more informed decisions about your financial future.
Browse and download our range of financial guides. If you would like to speak to us on a one-to-one basis, simply tick the box when you download your guide and one of our local independent financial advisers will be in touch with you.
Whether you are buying your first home, looking to re-mortgage or building a property portfolio, it is essential that you get a mortgage that is right for your needs. This guide explains the fundamental principles of the different mortgages available and explores the benefits of each.
Going through a divorce is likely to be one of the most emotionally challenging situations you will face, and sorting out your finances is one of the biggest divorce hurdles to overcome. During what is already a difficult time, you will need to make some critical decisions that will affect your immediate and lasting financial situation.
From helping your children with a deposit for their first house, or that trip around the world that you have always fancied, a major home improvement project, or simply to fund a decent quality of life in retirement. Whatever your goals, this guide explores what is involved and help you decide whether equity release is right for you.
Inheritance tax is often referred to as a voluntary tax because there are a number of ways in which you can mitigate IHT liability. Our guide to inheritance tax introduces you to a number of these strategies and demonstrates how you can preserve more of your wealth to pass on to loved ones.
The EIS and SEIS have developed into more mainstream tax and investment planning strategies. Depending on your attitude to investment risk and appetite for reducing your tax bill, these strategies could form a useful part of your portfolio.
Pensions administration means paying the right benefits, to the right person, at the right time, and communicating with employers, trustees and members in a way that is clear, concise and understandable. This guide introduces you to the specialist services and pragmatic solutions that we provide.