Client Guides


Feel free to download any of the following guides for browsing offline at your leisure by clicking on the titles.  There are a number of different areas of financial advice highlighted, all of which we can help you with.

A guide to Investment planning - What does Investment mean to you - Establishing your Attitude to Risk - Choosing your Investment Strategy - Tax Considerations - Ongoing Management
The importance of affordability - Types of Mortgages - Repayment methods - How much will your property cost - Protecting your Investment - Specialist Lending -
Preparing for the unexpected - Why is it important? - Life Assurance - Serious and Critical Illness Assurance - Income Protection Insurance - Working with you
The next generation - Principles of planning - Ownership of the investments - Choosing the Investment - The impact of taxes - The Investment and tax blend
The importance of estate planning - Inheritance Tax - Exemptions and reliefs - Pension death benefits - Why your Will matters - The consequences of no Will - Lasting Power of Attorney - Successful estate planning
What is Home insurance - Getting the right cover for you - What else do I need to know?

Personal Finance

While I wait for a bed I bought in the sales, I rounded up the best of the week’s reading…
Former recruitment consultant Rob Anderson on how he organises his finances – and why he isn’t keen on bucket lists
Investment platforms, or "fund supermarkets" have been mainstream for about a decade now.
Will pricey brands such as Dyson really pick up the dirt, or should I stick with a conventional one?
London has the greatest number of teams, of course. But where are the locals most soccer-mad?