FREE Financial Guides

To give you an idea of the range of financial planning services we provide we have produced a series of simple guides covering many of the areas we are most frequently asked to advise on. These guides are updated frequently to take account of ever changing legislation but should not be regarded as a substitute for advice that is tailored to your individual circumstances. You will need Adobe Acrobat Reader to open the documents.

Financial Planning

Guide to Investment Planning Updated January 2012

Guide to Investing for Income Updated May 2012

Guide to Wealth Management Updated March 2012

Guide to Inheritance Tax Planning Updated November 2011

Guide to Estate Planning NEW!

Retirement Planning

Guide to Retirement Planning Updated May 2012

Guide to Self Invested Personal Pensions (SIPPs) Updated November 2011

Guide to Annuities Updated September 2011

Guide to Pension Consolidation NEW!

Guide to Flexible Drawdown NEW!